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Why Florida Residents Need a Hurricane Plan for 2018

July 13, 2018

The Atlantic Hurricane season started on June 1st. Many experts project an activity level of average to above average this season.

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Financial Planner vs. Financial Advisor: What's the Difference?

July 11, 2018

The demand for financial advisors is expected to increase by around 15% in the next decade. It's clear that people continue to see the value in having a professional help them with their family finances.

However, when looking for some help, you have to consider the differences between a financial planner vs. financial advisor. Although there …

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Yanny, Laurel, your Mind, and Money

June 27, 2018

Our mind will play tricks on us if given a chance. We are bombarded by stimuli every day, and our brains often use shortcuts or heuristics to cope with the complexity of our environments. Shortcuts that prove harmless most times may,  when applied to our finances, create unfavorable financial outcomes.  If you've heard the Yanny/Laurel …

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Your How-To Guide on 401k Rollovers

June 01, 2018

If you want to keep your investments safe and organized, a retirement account rollover is critical to that success. After leaving your employer, rolling over your 401k sounds like a simple enough practice, right ?

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8 Unique Financial Planning Concerns for Families with Special Needs

May 24, 2018


It's one of our most precious commodities, isn't it? When you're a parent of a child with special needs, chances are the last thing you have time to do is spend your time researching the right financial decisions to make. Your time is spent tackling the day-to-day commitments of life, work, and home. However, taking the time now to plan …

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How Behavioral Investing Can Impact Your Financial Goals

May 04, 2018

There are up to 188 cognitive biases that impede our ability to make sound decisions. In many scenarios, the effects of our biases may be dismissed as foibles, but there's not much room for needless mistakes in business.

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How To Set Up A Special Needs Trust For Your Child

April 23, 2018


Are you in the midst of financial planning with your child's needs in mind? Here, you'll find out how to set up a special needs trust for your child.

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Top 7 Tips to Save Money When You're on a Budget

April 16, 2018

Are you trying to save money but struggling because you're already on a tight budget? Don't be too hard on yourself. Many people struggle to save money, regardless of their financial situation. In fact, only 15 percent of Americans say they're definitely saving enough money.But don't be discouraged by this statistic. The reason many people …

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Practical Tips for the Grandparent of a Child with Special Needs

April 03, 2018

(Autism Asperger's Digest, February 2018: Page 30-31.)

There are many uncertainties for the parents of children that have special needs. My wife and I are keenly aware of this as we raise our 2 wonderful boys who are both diagnosed with autism spectrum disorder. Every day is full of questions.

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Taking a Pay Cut: When is it a Good Idea?

February 17, 2018

Just hearing the word.


It invokes a feeling of, well...ouch. Right?

It would be great if income always made a steep incline upward no matter what choices we make or what turns the economy decides to take. But a cut in pay doesn't necessarily mean gloom and doom. 

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