Over 50 Years of Combined Experience
1801 Hermitage Blvd, Suite 170
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Month: July 2019

Retirement in Motion

Taking Care of Elderly Parents The significant cost of formal long-term care services is leading many aging adults to rely on informal care from adult children. And although many parents are living longer and healthier lives, it’s likely that many Americans will assume this role during their lifetimes....

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Retirement Expectations vs. Reality

You can’t always envision what will happen in your “second act.” Just as few weathercasters can accurately forecast a month’s worth of temperatures and storms, many retirees find their futures unfolding differently than they assumed. Your assumptions may be tested as well. You may retire sooner than...

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Test Your Money Smarts

Think you have a good handle on the basics of investing? Take this 10-question quiz to see how you rate on basic investment skills. 1. If you buy a share of company stock, a. You own a part of the company. b. You have loaned your money to the company. c. You become responsible for the company’s debts. d....

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1801 Hermitage Blvd, Suite 170, Tallahassee,
FL 32308

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