financial planning

Donor Advised Funds (DAF) were first created in the 1930s. This type of fund is a vehicle for donors to give to charities and enjoy immediate tax benefits. Over time, the donor can recommend grants from the fund. In some ways, these funds operate like a charitable savings account.

Boca Raton’s Boating & Beach Bash for People with Disabilities is celebrating its 7th year in 2015! The Bash has grown to become the largest, free funday in America for children, adults and Purple Heart recipients with physical and/or intellectual challenges, and their caregivers.

We’re very pleased to announce the launch of two new business tools to help in communication with our valued clients. We know that the way you consume information and communicate is changing. The interactive use of a website and social media have become preferred research and communication tools.

Traditional thinking may lead a person to believe that there is a direct correlation in the amount of risk or volatility an investment portfolio is exposed to and potential return on those investments.

Planning a path for your money to grow over the next 20 or 30 years is no small matter. It involves balancing your income with your expenses, while making sure that you invest enough funds at the right times for the home that you need to buy, the college education that you need to give your children, and for retiring comfortably.