495 N Keller Rd Ste 150
Maitland, FL 32751
As with most other things in life, the key to achieving your long-term financial objectives is preparation. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too early or late to start.
In our lives, change is the only constant. Personal situations like marriage, going to school, having children, unexpected emergencies, job loss or retirement happen.
When was the last time you really thought about the benefits options that your employer offers? If you’ve been at your company for a while, it’s tempting to just stay with the status quo. But the retirement and health benefits you chose when you signed on may not be the best ones for right now. Fortunately, you have a chance every year to review your choices and make adjustments. Here’s what you need to know about open enrollment.
Do you feel a little down during the winter? If you suffer from the seasonal blues, you’re not alone.
You're not alone if you tend to overspend during the holiday season. Many people go into the red to celebrate, digging themselves into a deeper financial hole.
Congrats! You’ve made it to your first tax season as a small business owner. But before you can celebrate this milestone, you have to be sure to file your taxes properly. While this can seem daunting, especially the first time around, we’ve put together a general guide to help you get started.
Leaving home for the first time can be a challenging time for parents and children. To make sure your new grad is ready to face life away from home, here are some financial basics you can teach today to set your child up for financial success in the future.
Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small-business owner to protect yourself—and ideally avoid a lawsuit before it even happens?
Depending on your situation, tax season can become very complicated. As your life situation changes, so does your tax situation. Here are 5 signs that your tax situation is getting complicated enough that you might need to consult a tax professional.
Is your insurance company working primarily for you as a policyholder, or does it answer first and foremost to its investors? The answer to that question can have important ramifications, affecting everything from what an insurer invests in and how it manages risk to how it treats its customers, employees, and the surrounding community.
As a Gen Z or Millennial, you may think you’re too young to think about life insurance, but actually your need for coverage may be higher now than when you’re older. You’re just starting out and likely haven’t had time to amass significant assets that might offset a sudden loss of income.