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Cape Coral

Al Rich

Pay Yourself First: Fund Your IRA with Your Tax Refund

While most of us don’t intend to short change our retirement savings, competing priorities and unexpected expenditures can often get in the way of consistent retirement saving. An easy way to help fund your IRA is to have your...

Putting the Cash to Work in a Rising Market

As I’m writing this, the Dow jones Industrial average is pushing towards 20,000!  I have no idea where it will be by the time you read this and it doesn’t matter.  What does matter is that, at this moment,...

Looking Forward in 2017

It’s hard to believe that 2016 is over.  Aside from the February correction, fluctuating oil prices, or the UK’s decision to leave the European Union, 2016 was boring for investors.  Then the election happened bringing with it the ‘Trump...

Are You Prepared to Handle a Personal Financial Crisis?

Many people who were once married or in a committed relationship are faced with managing finances alone at some point in their lives. Unfortunately, the first time many individuals experience handling complicated financial matters is during a personal crisis...

The Power of Tax-deferred Investing

As a result of the loss of corporate pensions and concerns about the long-term viability of Social Security, most Americans anticipate having to be personally responsible for funding their retirement to a degree that would have been unimaginable just...

Make the Most of Your Donations

Millions of Baby Boomers and others are finding themselves in a financial position to share some of the fruits of their life’s work with others. According to a study from Blackbaud, Boomers account for $61.9 billion per year in...
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