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Articles

Stock-image
Jennifer Sheffler | Feb 2, 2022

New Home Financing Checklist

Estate Planning
Property
Finance
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat
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Professionally dressed man and woman looking at a tablet
Jennifer Sheffler | Jan 26, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Jennifer Sheffler | Jan 19, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Cards-wallet
Jennifer Sheffler | Jan 12, 2022

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Investing
Jennifer Sheffler | Jan 5, 2022

How to Start Investing

Investments
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?
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Jennifer Sheffler | Dec 29, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Jennifer Sheffler | Dec 22, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Avoiding Retirement Woes
Jennifer Sheffler | Dec 15, 2021

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Jennifer Sheffler | Dec 8, 2021

Is a Reverse Mortgage Right for You?

Finance
Property
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally designed for homeowners with at least 50
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Jennifer Sheffler | Dec 1, 2021

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Stock Image
Jennifer Sheffler | Nov 24, 2021

How to Protect Your Personal Data Online

Privacy
Technology
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Jennifer Sheffler | Nov 17, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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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
F: 904-805-0209

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