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PtCharlotte,FL-79P
18501 Murdock Cir Ste 201
Port Charlotte, FL 33948-1067
T: 941.206.5120
F: 941.206.5124
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Sebring,FL - 79P10
659 S Commerce Ave
Sebring, FL 33870-3810
T: 863.658.5359
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Map and Directions
Georgetown, TX-79P04
202 Bobbys Cv
Georgetown, TX 78633-1937
T: 512.887.0559
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Map and Directions
Boca Raton, FL-79P08
902 Clint Moore Rd
Ste 124
Boca Raton, FL 33487-2846
T: 954.227.5511
F: 561.372.9144
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How to help mitigate the negative impacts of market swings
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
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Markets & Investing
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
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Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
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Retirement & Longevity
The wealth transfer: financial literacy and family values
Build a foundation for financial values long before any money changes hands.
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Family & Lifestyle
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
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Estate & Giving
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
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Family & Lifestyle
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
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Estate & Giving
Retiree in training
Practice makes perfect when it comes to retirement.
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Retirement & Longevity
High-value estates may merit a corporate trustee's expertise
A dedicated executor or trustee can help unburden your loved ones.
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Estate & Giving
Good news for the Federal Reserve on jobs and inflation: Hopefully on time to avoid a mistake
7/7/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
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