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...

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...

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...

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

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....

Want to be Your Own Boss?

City of Cape Coral Economic Development Office     Goodwill SWFL Micro Enterprise Institute Classes Start in Cape Coral on Monday, May 1 Monday & Thursday Evenings 6 p.m. - 9...

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...

Understanding the Key Risks in Retirement, Part I

Planning for these risks can improve the odds of a successful retirement Rather than thinking of retirement as the end of something, retirement should be...

Understanding the Key Risks in Retirement

Planning for these risks can improve the odds of a successful retirement Understanding the Key Risks in Retirement, continued from March Longevity Risk It is no secret...

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...
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