A Financial Roadmap:
Create a financial plan of attack!
"How do I get started?"
Each individual, family, or business owner has a unique set of values, lifestyle choices, and goals. The question isn't whether you should have a financial plan. You should. The question is how well your plan serves you. Does it address debt reduction? Does it address emergency fund savings? Does it address long-term retirement savings? Are the risks your family faces appropriately insured?
Creating a personal financial plan that organizes your financial house and prioritizes your spending decisions is the beginning of a journey. It may take some time to do it, and it may be a little stressful (after all, there is paperwork to gather, and there are issues to think through). But:
The plan itself is pointless if you don’t implement it.
The rewards of undertaking the planning journey are manifold: one moves ahead with confidence in having made clear decisions in direction and wise choices in spending. Our mission is to stand alongside you on this journey, bringing all of our technical expertise and experience to the table for your benefit.
Whether you're nearing retirement and asking, "Do I have enough money to live on?" or a young professional wondering, "How do I manage my student loans and plan for my future?" we are happy to meet with you to discuss your options. Contact our Coral Gables office today at (305) 444-6668 for a complimentary initial consultation. Se habla español.*
*Products and contracts are only available in English.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
It sounds simple, but paying yourself first can really pay off.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How long does a $20 bill last?
However exciting retiring abroad may sound, it deserves considerable planning.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.