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    Fiduciary NAPFA Jupiter FL

    The Benefits of Using a Fiduciary

    By Jackie Goldstick, CFP®June 13, 2018

    As you may recall, under the Obama administration, the Department of Labor passed the Fiduciary Rule which addressed the standard of care that an advisor…

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    Retirement and How it Impacts Your Social Security Benefit

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®May 31, 2018

    In the video When Should You Begin Collecting Social Security Benefits, we’ve discussed considerations to take account when determining when to begin collecting social security…

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    Rising Interest Rates and Your Investment Strategy

    By Jackie Goldstick, CFP®May 23, 2018

    It’s been approximately a decade since the Great Recession began. By year-end 2008, the Fed had lowered the target federal funds rate to almost zero…

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    What Does it Mean to Have a Balanced Portfolio

    What Does it Mean to Have a Balanced Investment Portfolio

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®May 10, 2018

    Your investment portfolio is most likely comprised of different types of investments, balanced in such a way that takes into consideration both your overall return…

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    NAPFA Power of Trust logo

    What Does It Mean To Be A NAPFA Financial Advisor?

    By Jackie Goldstick, CFP®April 26, 2018

    Most people do not even know what NAPFA stands for let alone why NAPFA advisors are recommended. As a NAPFA advisor since 2009, I wanted…

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    Handling Market Volatility

    By Jackie Goldstick, CFP®April 12, 2018

    Over the past few weeks, markets have been experiencing more volatility than what so many have come to expect as the norm and what has…

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    How Inflation May Affect Your Retirement

    By Jackie Goldstick, CFP®March 13, 2018

    When a prospective client over the age of 55 calls my office, more times than not, it is someone who is thinking about retirement. He…

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    5 Ways to Get the Most Out of Your 401k Core WM 1000px

    5 Steps to Maximize the Benefits of Your 401k Plan

    By Jackie Goldstick, CFP®March 6, 2018

    A 401k plan can be a wonderful savings vehicle, but many employees don’t know how to navigate the plan to maximize the benefits it can…

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      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
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      CORE WEALTH MANAGEMENT, INC.

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