A checklist to help you get your financial life in order
voices.cf.socialware.com Give me a call, so we can work together to help ensure your financial best interests remain a priority.
Did you know that if you wait until the tax deadline to fund your IRA each year, you miss out on 15 months of potential tax-deferred growth on your contribution?
voices.cf.socialware.com Take a look at this hypothetical example that illustrates the potential impact to your retirement savings.
Group policies may not cover everything you need.
voices.cf.socialware.com Let's talk about options that make sense for your situation.
Here are three financial lessons that are helpful year-round.
voices.cf.socialware.com What do you want your kids to know about money?
One financial resolution for 2019? Pay yourself first, by setting aside a certain amount each month for the future.
voices.cf.socialware.com How to make smart financial decisions in 2019
Get our take on the economy and markets, and how to prepare for higher volatility ahead.
voices.cf.socialware.com As we contemplate 2019, the road looks rockier with increased market volatility. Have we passed the peak of this expansion, or is there room left to climb?
Stocks turned lower on Dec. 4, giving back gains as the shine on a tariff truce faded. Here's why we think the bull market is not out of gas.
voices.cf.socialware.com Near-term jitters could make for a bumpy ride as we close out 2018, but looking ahead, we don't expect them to outweigh the still-positive fundamental backdrop.
4 tips to help you shop sensibly
voices.cf.socialware.com Do you have any other ideas to add?
It's that time of year again!! With Giving Tuesday approaching, we are excited to roll out our annual Toys For Tots box. If you are able, please make a child's Christmas memorable by dropping off (or mailing) a gift to our office by 11 am Wednesday, December 5th! Last year, I had to take two boxes, thanks to everyone's support... let's beat that!
Could this type of investment be one part of your diversified portfolio?
voices.cf.socialware.com With more than 8,000 mutual funds on the market today, it can be difficult to know which ones to choose. That's one reason I'm here to help.
Don't be distracted by the latest headlines. Base your behavior on time-tested investment principles.
voices.cf.socialware.com The key is not to let emotions control your investment decisions.
In this Making Sense Monday article, we discuss how it is possible to plan for retirement while caring for a parent and/or child.
voices.cf.socialware.com Once I understand what's important to you, I can help you document a specific retirement goal and we can develop personalized financial strategies to work toward it.
From keeping emergency numbers in your phone to making sure your gas tank doesn't get low, these tips can help you out of a jam and keep you safe.
voices.cf.socialware.com What tips can you share?
Why it's dangerous and how to kick the habit
voices.cf.socialware.com Are you prone to brooding about things? Here's what to do about it.
In this Making Sense Monday article, we discuss that whether you're getting married or know someone who is, these financial tips can help you stay on track.
voices.cf.socialware.com Don't lose sight of your financial goals during this exciting time in life.
During this difficult time, these tips can help you navigate the financial stress you may face.
voices.cf.socialware.com Let me know if you'd like to talk through any of these steps.
Why life insurance is an important part of your financial strategy.
voices.cf.socialware.com Pay off the mortgage, pay for education, provide for your spouse and children. When life doesn't go as planned, life insurance can be an important part of your financial strategy.
In this Making Sense Monday article, we discuss putting your performance in perspective with these tips.
voices.cf.socialware.com Determining how your investments are doing requires more context than you might realize.
Keep your mental faculties in tip-top shape by incorporating these foods into your diet.
voices.cf.socialware.com From berries to eggs, these staples can sharpen your mind.
Here's a high-level look – though we recommend doing a much deeper dive so you can potentially avoid this process.
voices.cf.socialware.com I'm happy to work with your team of tax and legal professionals to help craft the right estate strategy for your situation.
4 common risks and what you can do to prepare now
voices.cf.socialware.com Let's work together to get ready for the unexpected.
In this Making Sense Monday article, we discuss items to keep in mind for your emergency kit.
voices.cf.socialware.com These items may help you reconstruct your life after a disaster.
If an apple a day keeps the doctor away … consider these foods to stay heart healthy.
voices.cf.socialware.com Choose foods that will help reduce cholesterol and lower blood pressure.
In this Making Sense Monday article, we discuss 4 considerations.
voices.cf.socialware.com Take your time when making these crucial decisions, and let me know how I can help.
Our calculator can help you find out.
voices.cf.socialware.com Getting married, having a baby, changing jobs, buying a home? Big life changes may mean you need more coverage.
Tips to make the quarterly tax process more convenient for your business
voices.cf.socialware.com How to know about deadlines and penalties, plan ahead for your payments and minimize the amount due
From your business to your employees to yourself, you have many considerations. Let's work together to help ensure you stay on track.
voices.cf.socialware.com While business owners have many similar needs, I will work with you to handle the specifics of your situation. Give me a call.
In this Making Sense Monday article, Investment Strategist Kate Warne looks at the state of the market today and offers tips you can use right now.
voices.cf.socialware.com It's good to remember during this time that investing is a marathon, not a sprint.
Get prepped and ready for retirement by considering tax diversification.
voices.cf.socialware.com Don't go it alone – let's work together with your tax professional.
Looking to get sharper? Take a look at this list.
voices.cf.socialware.com Do you have any tricks to optimize learning?
A closer look at one option that can allow you more flexibility during retirement.
voices.cf.socialware.com How does this strategy fit with your overall goals? Let's talk.
In this Making Sense Monday article, we review how preparing for the unexpected can help protect your financial strategy.
voices.cf.socialware.com Your cash needs are as individual as you are. Let's talk about your personal situation.
This month we recognize International Women's Day. Part of celebrating women is helping them to be prepared. Here's why it's important to plan for the possibility of long-term care.
voices.cf.socialware.com Building financial strategies now can provide you with options for long-term care, including where you receive it and by whom.
Before you walk down the aisle together, make sure you're both in step financially.
voices.cf.socialware.com Get started on the path to marital (and financial) bliss by agreeing on your goals before you get married.
In this Making Sense Monday article, we offer a great reminder why your investment performance should be compared to the return you need to reach your goals, not the return of an index.
voices.cf.socialware.com 3 reasons your performance should be your own
Though annual cost-of-living adjustment (COLA) announcements tend to grab financial headlines, there may be more important considerations about your Social Security benefit and your retirement income strategy. I can help add #retirementperspective
voices.cf.socialware.com If you're approaching retirement, your decision on when to start taking Social Security may have a much larger impact than COLA over the long term.
A few ways I can help support you during this busy season
voices.cf.socialware.com Give me a call to learn how we can partner for the sake of our mutual clients.
Don't let anxiety and fear prevent you from reaching your long-term goals.
voices.cf.socialware.com Are you loss averse? Let's craft a strategy that helps you remain confident.
Think about these questions as you work toward your financial goals.
voices.cf.socialware.com Is improved financial fitness one of your resolutions? Then let's talk.
Let's work together to help you get on track.
voices.cf.socialware.com With financial goals, success usually comes over time – not overnight.
In this Making Sense Monday article, we discuss how these actions could make a big difference in your financial fitness.
voices.cf.socialware.com Automate, investigate, calibrate, allocate and participate.
Each week, we'll feature a tip to help you navigate tax season. Today, take a look at our Tax Resource Center.
voices.cf.socialware.com From deductions to consider to defining commonly used terms, we'll be providing tips to help you over the next few months.
Got a minute? Here's how to help make tax season go smoothly.
voices.cf.socialware.com Make the most of your deductions, be forward thinking and invest in your future.
Creating a realistic savings goal often begins with the answer to this question.
voices.cf.socialware.com Give me a call today to discuss your education savings plan.
Check out our tips for how to track toward multiple goals.
voices.cf.socialware.com Saving for later and paying off the past doesn't have to be an either/or proposition. Doing both just takes some planning. Here's how.
AccountFirst can help make ACA and PEO issues simple! We specialize in high risk and high mod cases, as well as those with lapsed coverage.
Agency Owner, Nina Visali has partnered with Jub Dakuginow the primary agent of We Insure Florida Jacksonville & St. Johns. Together they can service your needs for Home, Auto or Life insurance along with other lines of insurance.
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Our Mission: To advance the Professionalism of credentialed members in diverse disciplines so that they may better serve their clients’ financial needs.
Educating individuals, families and business owners that financial decisions made today are critical in determining their financial futures.
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