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 tax refund deposited directly into...
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, emotions are running high and...
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 Rally’ for the stock market....
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 following the death or divorce...
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 Hall
Lunch provided
On January 12th, the Cape Coral Community Foundation (CCCF) will present the expertise of gift-giving guru, Phil Cubeta at...
Even with thorough planning, retirement savings can be decimated by job loss, divorce or death, but just as much damage can be done by subtle mistakes – below are seven that can prevent investors from reaching their goals:
Not having a plan – Participating...
