News and Commentary

Is it Time for a Financial Checkup? by Scott Montgomery, CLU, ChFC

Posted on October 21, 2020 by Scott Montgomery

Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of topics to consider: Are my investments still aligned with my long-term goals? Whether saving for […]

Relatable Finance Podcast Episode 60- How COVID is Impacting a Public Hospital

Posted on October 20, 2020 by Shane Phillips

In this episode the relatable finance guys talk to Kris Rato, head of operations at Jackson Hospital, and learn how the institution is dealing with the effects of COVID on our community.

Think Before your Click to Protect Yourself from Identity Theft by Eric P. Zeitlin

Posted on October 15, 2020 by Eric Zeitlin

Hardly a week goes by without news of another data breach or similar situation in which individuals’ personally identifiable information is exposed. Even some of the most well-known and respected brands, including Equifax, Target, Sony and FaceBook, have been targets of attacks. As criminals get more creative in the ways in which they commit these […]

Relatable Finance Podcast Episode 59 – The Role of Valuations

Posted on October 13, 2020 by Joseph Karl

In this episode the relatable finance guys discuss the role of valuations in determining stock prices.

Don’t Forget Taxes on Social Security Benefits in Retirement by Lee F. Hediger

Posted on October 07, 2020 by Lee Hediger

Too often, individuals planning for their golden years forget to consider the federal taxes they will need to pay on their Social Security benefits. Unfortunately, these oversights can take a considerable bite out of one’s expected income in retirement. Generally, if the income you rely on in retirement comes from sources other than Social Security, […]

You’re Never Too Young to Begin Estate Planning by Jamel Gordon, CFP

Posted on September 30, 2020

Planning for retirement is often the last thing recent college graduates will think about upon entering the job market and earning a steady income. However, there is no minimum age for individuals to start thinking about saving for the future, whether it is for the purchase of a new car or home, to support a […]

Relatable Finance Podcast Episode 58 – An Interview with Ben Sorensen

Posted on September 29, 2020 by Shane Phillips

In this episode, the relatable finance guys talk to Ben Sorensen about how the economic crisis is impacting local governments.

Financial Tips when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC®

Posted on September 24, 2020 by Kathleen Marteney

According to the Pew Research Institute, first-time marriages are on the decline, while a growing number of unions involve spouses who said “I do” at least once before. When individuals enter into second or third marriages, they are more likely to have children from a prior marriage as well as a retirement nest egg, a […]

Relatable Finance Podcast Episode 57 – Which Stock Sectors Are Thriving in COVID?

Posted on September 22, 2020 by Joseph Karl

In this episode the relatable finance guys explain the different sectors of the stock market and what to consider when making investing decisions.

Managing your Online Legacy and Digital Assets after Death by Eric Zeitlin

Posted on September 16, 2020 by Eric Zeitlin

In our hyper-social world, we increasingly store and share our personally identifiable information online through a variety of social media outlets, cloud-computing technology and digital devices. Your online identity could create challenges when you pass away or if you become incapacitated and can no longer access your accounts. Do family members know your usernames and […]

Relatable Finance Podcast Episode 56 – How The Beacon Council Contributes to Economic Development in Miami-Dade

Posted on September 15, 2020 by Shane Phillips

In this episode the relatable finance guys interview Diana Londono about economic development efforts by The Beacon Council.

Is Now the Time to Consider Insurance Products to Generate Guaranteed Income in Retirement? by Scott Montgomery, CLU, ChFC

Posted on September 09, 2020 by Scott Montgomery

The recent market gyrations and prospects of a longer-term recession in the wake of the COVID-19 health crisis has raised red flags for many investors, especially those nearing or entering retirement. With such an uncertain future, soon-to-be retirees are increasingly turning to annuities to help diversify and protect their retirement savings while creating a steady […]

Relatable Finance Podcast Episode 55 – Modern Monetary Theory

Posted on September 08, 2020 by Joseph Karl

In this episode the relatable finance guys explain modern monetary theory and how it applies in these volatile economic times.

How to Carve a Pathway to Strong Financial Wellness by Olga Ismail, AIF

Posted on September 03, 2020 by Olga Ismail

The additional time we are spending in our homes during the COVID-19 pandemic has given many of us a rare opportunity to pause and reassess our life choices, including those that affect our physical and mental well-being. For some, this has translated to a healthier diet, a more regimented exercise routine and more time spent […]

Relatable Finance Podcast Episode 54 – An Interview with the CEO of the Ft. Lauderdale CVB

Posted on September 01, 2020 by Shane Phillips

In this episode Joseph Karl talks with Stacy Ritter, president and CEO of the Greater Ft. Lauderdale Chamber of Commerce, about the impact of travel restrictions on this important part of the South Florida economy.