If I Can Earn 5% in a Savings Account, Why Should I Invest?
We’ve been hearing variations of this question from several clients recently. As interest rates continue to rise for money markets, CDs, high-yield cash savings accounts,…
The Importance of Understanding Inflation
You might have heard the saying, “A dollar today is worth more than a dollar in the future.” This is a popular quote regarding the…
Don’t Stop with Bright Futures When Paying for College
Florida is a state lucky enough to benefit from the state-wide merit scholarship known as Bright Futures. Just recently, the state expanded the program, and…
How to Save $10,000 on College Expenses
The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This…
How Do People Get “Rich”?
by Adam Oerther, CFP® While the definition of “rich” is different for everyone, just about all lifestyles require money. Being able to sustain these lifestyles…
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