Florida Homestead Exemption
Florida residents can file for a homestead exemption on their primary residence as a means to reduce property taxes. What is the Florida Homestead Exemption?…
“Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen.
We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. “
Florida residents can file for a homestead exemption on their primary residence as a means to reduce property taxes. What is the Florida Homestead Exemption?…
When it comes to determining how to allocate your savings, what is the difference between investing and speculating? Investing is characterized by: Productive capacity: An…
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A global pandemic, a severe and abrupt recession, and civil unrest made 2020 a truly tumultuous and unprecedented year. But perhaps the real story of…
As we approach the end of the year, it is prudent to review your situation and make sure that you have taken advantage of all…
Todd Schanel, CFA
CPA, CFP®
Principal and Director
of Investment
Advisory Services
Jackie Goldstick,
CFP®
Principal and Director of Financial
Planning Services