Social Security Decisions ARE For Life…

The Social Security Act with all of its associated rules and regulations is extremely complex. The Act and all subsequent rulings/regulations/procedures and forms (approximately 8000),...

How to Become a Chartered Advisor in Philanthropy

The Chartered Advisor in Philanthropy (CAP ®) program is a year-long series of graduate level courses that teach professionals how to best help clients...

Regular Portfolio Checkups Can Lead to Healthier Returns

Quarterly reviews of stock and other investment performance are abundant these days.  Business newspapers such as The New York Times and Wall Street Journal...

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...

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....

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 is now a business luncheon

Join us on June 5th for the Maiden Voyage! The Entrepreneur's Balcony is now a business luncheon. Every first Monday of the month at...

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...

Winning Approaches to Charitable Giving

A Lunch & Learn to Give Professional Financial Advisors Key Tools for Success Thursday, January 12, 2017 from 11:30 a.m. to 1:30 p.m. Faith Presbyterian Church Fellowship...

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...

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Cape Coral
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