Investors Put Their Money Where Their Values Are Imagine a company whose stock provides consistently superior returns but whose values run counter to yours. Do...

Are You Saving Enough for Retirement?

Financial planning experts estimate you may need 70–80% of your current income to maintain your present standard of living when you retire. Yet many...

Investing vs. Paying Off Debt

The debt dilemma The process for eliminating debt is anything but an easy-to-solve financial equation. Many people wonder if they should pay off their debt...

The Entrepreneur’s Balcony

Lee County resident and CapeStyle contributor Jim Griffiths has had successful business ventures since the age of 13 and has decided to use his...

Financial Strategies for Women Investors

Today, women are playing an ever-increasing role in making important financial decisions – whether for themselves or for their families.  While many of the...

Unexpected Threats to a Well-Planned Retirement

How to Stay On-Track When Unforeseen Challenges Arise It’s a scary feeling. You've planned carefully, saved appropriately, invested thoughtfully and are on track to retire....

Estate Planning: Basic Documents Every Adult Should Consider

Every adult, regardless of age or wealth, should have an estate plan. Good estate planning allows you to control the transfer of your wealth...

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...

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...

Protecting Yourself From Tax Identity Fraud

Tax identity fraud commonly refers to the practice of using a stolen Social Security number to file a false tax return and claim a fraudulent refund....

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