Financial News

Tips for Managing an Inheritance

As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting any required tax or legal deadlines, don’t make any hasty decisions concerning your inheritance. Identify a Team of Trusted Professionals Tax laws and requirements can be complicated. Consult with professionals…

Read More

Watch Out For These Financial Pitfalls in the New Year

As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common money mistakes to watch out for at every age. Your 20s & 30s Being financially illiterate. By learning as much as you can about saving, budgeting, and investing now, you could benefit from…

Read More

Sharing Your Money Values Can Be Part of Your Legacy

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn’t easy, because money is a complicated and emotionally charged topic. Rather than risk conflict, your family may prefer to avoid talking about it altogether. If…

Read More

Medical Advocacy Expert Interview with Claudia Cometa

Ahead of COVID-19 we continued with our expert interview series and sat down with Claudia Cometa, PharmD of Peace Advocacy Group. Claudia is a patient advocate and educator. She focuses on medical advocacy and educating others on how to advocate for themselves and those they care about while navigating our healthcare system. Claudia’s work is…

Read More

Heart Health in the New Year with Dr. Steve Roark

In light of the new year many of us are thinking about our health and the changes we want to make. Accordingly, we are continuing our expert interview series with a sit down with Dr. Steve Roark. Dr. Roark is a board certified cardiologist and doctor at ​The Cardiac & Vascular Institute in Gainesville, Florida.…

Read More