November 2023 Newsletter

Year-End Tips for Financial and Personal Wellness

Financial Advisor, Jessie Schlanderer
Whether you’re someone who diligently sets and follows your New Years’ Resolutions or are looking to play a little catch-up before the holiday hustle, click below for some tips to wrap up 2023 on a high note:

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Social Security Updates 

It sometimes seems like the landscape is always changing with Social Security. Learn about the social security increase in 2024 and other important information.

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Tax Concerns and Misconceptions

Financial Advisor, Jill Carr
When people hear Jill is a CPA or that she has worked for the IRS, she usually gets a lot of questions. Learn about common tax concerns and misconceptions.


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Staying Steady Amidst Market Uncertainty

Financial Advisor, Jason Guenther
Our hearts go out to our clients and community members personally impacted by recent events in the Middle East. These disturbing and unfortunate events have added uncertainty to the markets in the last month. The markets have endured many crises related events over the years, including wars and other unforeseen events. On average during these events, markets have dropped in the short term but have remained resilient in the long-term. It’s important to maintain focus during market volatility and avoid making investment decisions that can derail your long-term plan.

Florida Concierge Service

For anyone who has a health occurrence or is caregiving for a family member or friend, we were recently referred to a company called Concierge Care of Florida.



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