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.

Is Florida Prepaid or 529 Better?

Florida’s college plans offer unique advantages to jumpstart your education savings. But which plan is best? Let’s review the pros and cons of each and how to make the right decision for you and your family.

How Students Can Prepare Themselves for College

August 3, 2020 College Planning

Your child’s transition to college can be exciting and scary at the same time. Make sure they are prepared financially, mentally, and emotionally for their college journey with the tips laid out in this article.

A Guide to Planning Your Children’s Education Costs

March 26, 2020 College Planning

Planning for your child’s education doesn’t need to be a stressful experience. This guide provides a blueprint to help you define your education goals and build a plan to get there.