Getting ready for Tax Season

Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should I be expecting?”  This is a list of the most common items you will need to collect to prepare your taxes, including the ones that relate to your investment accounts and everything […]

Learn More about Donor-Advised Funds

We hope your New Year is off to a great start. One thing that we have done a lot more of in recent years is set up donor-advised funds for our clients. There are many reasons why these have become popular, and the following article lists many of them. If giving to charities is important […]

Building wealth can be boring. In fact, it usually is.

I don’t have a list of steps to double your net worth by next year. I can’t give you a recipe to retire early with a huge nest egg without making any sacrifices. I don’t know how to beat the market or get high yields with no risk. For most of us, it doesn’t work […]

Year-End Planning Tips for Retirees and Pre-Retirees

The end of the year can remind us of last-minute things we need to address and the goals we want to pursue. Let’s work on these Together.  Here are a few that made it to the top of our list. Investments If you are still working, be sure you are on track to maximize your […]

Important Changes from Secure Act 2.0 in 2022

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You probably remember hearing about the SECURE  (Setting Every Community Up for Retirement Enhancement) Act that was passed in December 2019 and became a law as of January 1, 2020. This was the legislation that made changes to retirement savings and required minimum distributions from retirement plans. Specifically, the age for taking RMDs was increased […]

August 2022 Newsletter

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“The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.”  Warren Buffett, CEO of Berkshire Hathaway A word from our Chief Investment Officer, Tom Mallini For the last twelve months I have been trying to get my mind around the economic impact of the significant monetary and fiscal stimulus injected […]

Jud Featured During Wise Money Week

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As part of the 8th Annual Jacksonville Wise Money Week, our own Jud Mallini was pleased to participate as part of a team of representatives for the Financial Planning Association of Northeast Florida, answering financial questions for members of the greater Jacksonville community. The panel set up a phone bank that afforded community members the […]

Melissa finishes the Boston Marathon!

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Huge congratulations to our Client Relations Administrator, Melissa Land, for running the Boston Marathon.  We are so proud of you, Melissa!  Melissa trained hard for this event, and she ran fast.  She left Boston with a heart full of gratitude.  She said, “Boston is an amazing place and welcomes you and really respects running and […]