If you have any questions or would like to schedule a 15-min complimentary call, please call us at 321-795-4799, or click here to submit your question or comment.
Required Minimum Distributions: What Baby Boomers Need to Know About Managing RMDs
WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024
WSR Completes Third Year Of Pathfinder Awards By Recognizing Excellence And Achievement In Honor Of National Hispanic Heritage Month By…
Advisor Tech Talk (Week of 10/1/24)
By Christopher Robbins September 30, 2024 https://dwealth.news/2024/09/advisor-tech-talk-week-of-10-1-24/ This week in Advisor Tech Talk, wealth management continues its hot streak of…
Rates Are Down. Time To Redeploy Clients' Cash? - Financial Advisor Magazine
By Ben Mattlin September 26, 2024 https://www.fa-mag.com/news/rates-are-down–time-to-redeploy-your-cash-79695.html Before the Federal Reserve slashed the benchmark interest rate by 50 basis points…
An Income Guru Denounces the 4% Rule
By John Kimelman September 20, 2024 https://www.advisorhub.com/resources/denounce-4-percent/ “The problem with these withdrawal rules is that the number is always changing,”…