PUTTING MEANING BEHIND YOUR MONEY

The Psychology of Wealth Management You've likely heard about the dangers of mixing emotions and investing. Experts will tell you that you need to be...

Bunching Tax Deductions to Maximize Their Benefit

An old technique has new value after the Tax Reform bill, Part I Bunching expenses, particularly charitable gifts, in one year rather than over multiple...

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 Part IV

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....

FREE FAMILY, FOOD BUDGET CLASSES OFFERED

Cape Coral residents may register for a free Family and Food Budget Class taught by Audrey Mayrent, a Job-Link coordinator for Goodwill Industries of...

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,...

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....

Unexpected Threats to a Well-Planned Retirement Part V

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....

Seven Mistakes That Can Undermine Your Retirement Savings

Even with thorough planning, retirement savings can be decimated by job loss, divorce or death, but just as much damage can be done by...

Bunching Tax Deductions to Maximize Their Benefit Part II

An old technique has new value after the Tax Reform bill   RESTORING THE BENEFIT OF ITEMIZED DEDUCTIONS All may not be lost when it comes to...
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