Tax Season Scams: Phishing and Smishing

Tax Season Scams: Phishing and Smishing

As we approach tax season, it is crucial to recognize tax scams used to obtain money, personal and financial information from you. In 2024, the Internal Revenue Service (IRS) released a list of common scams known as the “Dirty Dozen”, highlighting schemes taxpayers...
Recovering from holiday spending

Recovering from holiday spending

The holiday season can be a financially stressful time for many. During the holidays, many of us spend an excessive amount on gifts, travel, food and more. According to Money Digest, there was a significant increase in holiday spending after the pandemic. Americans...

Winter is (sort of) coming: Florida style

Alright, Florida, it’s time—winter is coming. Sure, we don’t have snowstorms or sub-zero temperatures like our friends up north, but the cooler, drier season still brings some unique opportunities to give your home a little TLC. Now’s the perfect time to tackle some...
National Make a Will Month: Tips to get your estate plan started

National Make a Will Month: Tips to get your estate plan started

August is National Make a Will Month. Many of us think about what our final wishes are, but it’s important to set those wishes in writing. Creating a legal will and estate plan is a critical aspect of financial management that ensures your assets are distributed...