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Articles

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Jennifer Sheffler | Dec 21, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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coins in a cup with growing plant
Jennifer Sheffler | Dec 14, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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financial professionals
Jennifer Sheffler | Dec 7, 2022

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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Hand holding a bill with a red "Past Due" stamp on it
Jennifer Sheffler | Nov 30, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Jennifer Sheffler | Nov 23, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Jennifer Sheffler | Nov 16, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
A row of houses along a canal
Jennifer Sheffler | Nov 9, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Jennifer Sheffler | Nov 2, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Jennifer Sheffler | Oct 26, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Jennifer Sheffler | Oct 19, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Jennifer Sheffler | Oct 12, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Hand holding a page with several charts on it
Jennifer Sheffler | Oct 5, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More

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North Florida Office:

PO Box 2179
Keystone Heights, FL  32656

P: 904-805-0207
F: 904-805-0209

South Florida Office:

229 West Norfolk Road
Jupiter, FL  33469

P: 561-252-7778

P: 561-303-0260
F: 904-805-0209

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