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Kids and Money: A Little Education May Pay Off

Just about anyone who’s ever watched a child or grandchild go from the crib to kindergarten and beyond has uttered the phrase, “They grow up so fast.” Although you can’t really freeze a youngster’s precious moments in time, you can take steps to make sure that his or...

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Volunteer Vacations

They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you help make the difference for others, and perhaps you see the world differently as a byproduct. If you are thinking about combining travel with some service,...

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529s and Estate Planning: What's the Connection?

Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential estate planning benefits.1 First, a Few Basics To understand how a 529 college savings plan may complement...

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Build a Solid Financial Foundation

When the markets and the economy are behaving badly, as they tend to do from time to time, it’s easy to feel helpless. But creating a solid financial foundation can help you gain control of your investments and possibly avoid mistakes that can sabotage your portfolio. Your Net Worth —...

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Maintain a Good Credit Rating

Installment debt, in itself, is not a bad thing. It enables us to make major purchases that would be nearly impossible to finance up front. In this consumer society, however, we’re bombarded with advertisements for literally thousands of “must-have” products. The result is that...

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1801 Hermitage Blvd, Suite 170, Tallahassee,
FL 32308

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