Position Client Service Specialist Job Overview We are a boutique wealth management firm in Orlando that is looking to hire a Client Service Specialist. The Client Service Specialist plays a key role in consistently delivering a memorable client experience –...
Read through the blog here, or skip to our Florida Prepaid video below. Many parents are wondering if they should get a Florida Prepaid Plan or another type of savings plan for their children’s college education. The enrollment period is from February 1 through April...
With the recent announcement of one of the most popular budgeting apps, Mint, closing and redirecting users to Credit Karma in March 2024, many are wondering which app to use instead. The short answer is that it depends on your specific needs and what you are looking...
The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
Missing a financial deadline can have negative consequences on your finances that go beyond just paying penalties. For example, if you don’t set up a solo 401(k) by the tax filing deadline, then you could miss out on an entire year of retirement savings and the...
Key Takeaways: Your 401(k) or other company retirement plan should be invested based on your unique circumstances like your time horizon and risk profile – not what your friends or co-workers are invested in. Consider investing in a target date fund because it is like...