Dear Valued Clients and Friends, As summer approaches, I’m looking forward to enjoying some long “carefree” weekends filled with family activities and impromptu barbecues with friends. My sons, Charlie and Graham, are wrapping up their school year and gearing up for...
Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The finance world can get complicated, especially for the passive or uninterested investor. Let’s face it, some of us are not curious about sports, movies, exercise, reading,...
Florida drew more retirees than any other state. More than 338,000 Americans relocated for retirement last year—a 44% increase from 2022—and about a quarter of those retirees moved to a different state. According to the online moving-services marketplace Hire A...
These cautionary tales of estate planning mistakes offer a few important lessons. You’ve worked long and hard to build your estate. Don’t let blunders keep your wishes from being carried out and leave your family—and wealth—in the lurch. Here are a few lessons to keep...
The two go hand in hand when preparing your heirs. Timing discussions around money while clearly communicating your financial values with heirs can be tricky. You may already be asking yourself: How will I help them understand this is more about passing on a legacy...
A dish to savor beautiful citrus! It’s a simple, quick recipe with exciting flavor from The Original Dish. Serve it with a side of roasted vegetables for a balanced and refreshing dinner. Citrus is sweet, juicy, and there are all sorts of unique varieties out like...
