The real estate market: new vs. existing homes The glut of new homes that were built during the last peak real estate cycle (2004 to 2007) created more […]
Using vision boards to pursue your financial goals The new year is upon us, and although we may not keep them — many of us have established goals […]
Hard (but real) advice for aspiring entrepreneurs “If not me, then who? If not now, then when?” That was the motto of The Entrepreneur Club at the […]
Getting through a career transition Life is about transitions. We graduate from high school and perhaps go to college, join the military or learn a […]
Have you done a year end review? With the end of another year looming ahead of you, there’s no doubt that you’ll be busy with the holidays […]
Financial planning for longevity You’re probably going to live longer than you think. So, you may very well need save more than you expected! […]
Staying true to financial plans in turbulent times Why is it — that when we are referring to the city just south of Jacksonville on Florida’s Atlantic coast […]
You need a retirement income analysis One of the most common concerns we hear as financial advisors is: “do I have enough money to retire?” Thought […]
All About Allen & Company In this episode, we're going to talk a little bit about Florida's oldest investment firm, Allen & Company, founded in 1932...
