Year-End Tips for Financial and Personal Wellness
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.
Tax Concerns and Misconceptions
gets a lot of questions. Learn about common tax concerns and misconceptions.
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.
Disclosure
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