By Paul Roldan, CFP® Charitable giving is part of many of our clients’ financial plans. They generally understand that most charitable donations are tax-deductible. However, they often aren’t aware of how developing a smart charitable giving strategy can maximize a...
By Paul Roldan, CFP® As 2025 winds down, let’s take a proactive step to enhance your financial well-being and set the stage for a thriving new year. Tax planning might not feel festive, but smart, strategic moves can absolutely lead to greater financial freedom and...
By Paul Roldan, CFP® Are you making plans for long-term care in Florida? Our new video breaks down some of the common expenses for various care types, from in-home assistance to nursing facilities. We also explore factors that influence these costs. Learn how to get...
This video highlights some of the most impactful updates from the newly passed tax bill and what they could mean for your financial plan. While the full legislation is extensive, we focus on the changes most relevant to individuals and business owners. Key...
Read through the blog here, or skip to our Q3 2025 Market Update Video below Key Takeaways: Gold and international stocks are this year’s standouts. Gold is up over 27% and developed international stocks have significantly outperformed domestic stocks, aided by a...
