Blog

Health Savings = Retirement Savings

If you are looking for additional tax-advantaged ways to save for retirement, consider choosing a high deductible health insurance plan and opening an HSA (Health Savings Account) if it is offered by your employer.  This unique type of account is the most tax-advantaged savings vehicle available. Consider how it compares
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Facebook and your financial plan

What will happen to your digital assets if you die? Do your social media account factor into your financial plan? I was a heavy user of Facebook from 2008-2016, then left it completely for over a year. During that time away, I really didn’t miss it. Sure, I was less
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Talk about aging while you are still young

  No one wants to talk about what is going to happen as they get older. The realities of aging that we all face are not fun to imagine and can be awkward to broach with our loved ones.  It is also easy to think, “I will get to that
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Best Laid Plans

The best laid plans are still the best plans when plans go awry… I am a planner. Not just in my job, but in my life. I follow a food plan, I plan our vacations, I plan our savings and our spending. I plan our kids’ activities, their educations. I
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You Are Dust

Yesterday was Valentine’s Day, a day for showering love on family, friends, and even strangers. In my faith tradition, yesterday was also Ash Wednesday, the first day of the 40-day period leading up to Easter. Along with many others, I went to my church to receive ashes on my forehead
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Takeaways from the TD LINC Conference: Think Big

We attended the TD Ameritrade LINC Conference in Orlando on February 1 and 2.  It was a very well attended conference, and we were able to touch base with many of our technology vendors and investment fund managers, as well as with other RIA advisors.  TD had lined up an
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Ride the Bull Market or Hold On to Your Cash?

The stock market posted returns of more than 20% in 2017 and continues to climb to new records into 2018. Many of our clients are asking: should I invest more aggressively to profit from this run, or is it time to go to cash? Economists and money managers are offering
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Jud Mallini Wise Money Week Phonebank

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 opportunity to call in and
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