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Can I Borrow from my 401(k) Retirement Savings? by Olga Ismail

Posted on September 18, 2017

The good news is that the 401(k) has become one of the primary sources of retirement savings for most Americans, with 74 percent of workers actively participating in these plans, according to the Employee Benefits Research Institute (EBRI). The bad news is that some workers view these savings as a […]



Post-Irma Message for Clients

Posted on September 13, 2017

Our Miami, West Palm Beach and Boca Raton offices are open for business. Ft. Lauderdale is delayed but we can be reached by email or phone.


Post-Hurricane Irma Message for Employees

Posted on September 12, 2017

Our Miami, Boca Raton and West Palm Beach offices will officially open tomorrow, Wednesday, September 13.   We are connected and all offices are air conditioned.   The Ft. Lauderdale office should be avoided due to water damage which is already being remediated.   Many firm members are still without power […]


Post-Hurricane Irma Message For Clients

Posted on September 12, 2017

Dear Clients and Friends.   It is our sincerest hope that you weathered Hurricane Irma safely and with minimal or no damage to property.  Our ability to communicate with our clients and co-workers continues to be difficult.  We are currently assessing the extent to which our offices are operational at […]


It’s Not too Late for a Mid-Year Financial Checkup by Scott Montgomery, CLU, ChFC

Posted on September 07, 2017

While the public equity markets have demonstrated a strong start in 2017, lingering political and economic uncertain have many investors sitting on the edge of their seats, wondering what is in store for them for the remainder of the year. To mitigate these concerns and help to prepare investment portfolios […]


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