Insights

dip your toes or dive right into a wealth of resources

Here, you'll discover financial insights that are meant to educate and inspire you, in a practical, straightforward format. Read on to learn more about the trends and topics that matter most to South Florida's small business owners, families, retirees and boaters.

5 Strategies for Year-End Charitable Giving

November 30, 2020 Charitable Giving

Let’s dive into five strategies that maximize the tax benefits to you while still supporting the causes you hold dear.

20 Year-End Tax Tips for 2020

October 30, 2020 Investment Financial Planning Business Planning Charitable Giving

With 2020 almost in the books, utilize these twenty tax strategies to better manage your taxable income and minimize your lifetime, versus annual, tax bill.

5 Ways You Can Support Nonprofits This National Nonprofit Day

August 10, 2020 Financial Planning Charitable Giving

Each August 17, we celebrate National Nonprofit Day to honor the collective impact of these institutions. National Nonprofit Day provides us with an opportunity to support these vital organizations as they pursue their mission to further social causes. So let’s talk about how to support them!