financial services

Inheriting Some Money?

“Concentration Comes Out of a Combination of Confidence and Hunger” -Arnold Palmer When a loved one dies and leaves money to beneficiaries, It is vitally important to know the rules.  For example, if the money you inherit is inside of an IRA account, you better consult a professional before doing anything.  IRAs can be wonderful … Read more

Three Simple Steps to Secure Your Future

“A golfer has to train his swing on the practice tee, and then trust it on the course.” – Dr. Bob Rotella Did you ever get the feeling that your actively managed investments aren’t performing better than the fees being charged to you?  Many people have passive mutual funds or etf’s in their 401(k) plan … Read more

Getting Motivated About Investment

“At least I know you don’t have to shoot 65 to try to win” – Ernie Els I was fortunate enough to hang around golf greats like Gary Player, Jack Nicklaus and Ian Baker-Finch, among others, during my days in the South Florida Section.  One of my memories was of how Mr. Player would walk … Read more

Are You a Growth Trader or Value Investor?

“You don’t know what pressure is until you play for five bucks when you only have two bucks in your pocket” – LeeTrevino Have you ever heard that the markets are a game?  That the system is rigged? Don’t take a gamble with your hard-earned money? Why risk everything?  Well, if you feel any of … Read more

Is Your Target Dated Fund at Work Safe?

“Study the rules so that you won’t beat yourself by not knowing something” – Babe Didrikson Zaharias Most of us work hard and play hard as much as we can.  We try to do the right thing when it comes to investing in our future.  We’ve socked away money each paycheck into those 401(k) plans in … Read more

Changes Hit Social Security Benefits

“Of all the hazards, fear is the worst” – Sam Snead Social Security benefits for about 60 million retired and disabled workers and their dependents will increase slightly in 2017, but for many beneficiaries, the minuscule 0.3% cost-of-living adjustment (COLA) will be wiped out by higher Medicare premiums. Whether you are receiving monthly checks or … Read more

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