Author: Tom Fleishel

Schedule your consultation with a CERTIFIED FINANCIAL PLANNER™
Life Lessons Learned

Life Lessons Learned

On a Personal Note It’s fun to reminisce about some of our life’s memorable experiences, especially the ones that are humorous and ones that taught us life lessons.  Growing up in my hometown of DeLand in the 60s and 70’s, life was vastly different from today in so...

Why You Should Consider a Trust When Estate Planning

Why You Should Consider a Trust When Estate Planning

Do you need a trust if you already have a will? Many people think one covers the other, but when it comes to estate planning, a trust and a will are two different things. A will is more like an extremely detailed set of instructions to be followed after you pass away....

Are My Investments Properly Positioned to Weather the Storm

Are My Investments Properly Positioned to Weather the Storm

Markets and the economy are in one of the more uncertain times with unclear guidance.  “Our view is cautious as we close out the second quarter," said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management. "Global central bank uncertainty and the...

Avoid These Biggest Retirement Planning Regrets

Avoid These Biggest Retirement Planning Regrets

The Insured Retirement Institute (IRI) conducted a survey in March 2021, and the results demonstrated that Americans have a lot to learn about retirement planning. The online study was conducted in March 2021 and included 990 Americans between the ages of 40 and 73....

What To Do with Your Money Today

What To Do with Your Money Today

Prioritizing finances can be very difficult. Should you pay off debt? Save for retirement? Make extra mortgage payments? Save for your kids’ college fund? When you have a lot going on in your financial life, it can be hard to figure out what to do with your money...

Keep Calm and Carry On Investing

Keep Calm and Carry On Investing

It’s probably an understatement to say there’s a lot going on at the moment. Between your work, family, friends, worries about the future, and the never ending news cycle, it can feel like everything is on the line when trying to make decisions about investing....

Endemic COVID and the Economy

Endemic COVID and the Economy

COVID cases are plummeting across the country, and many believe we’re nearing the end of the pandemic stage and entering an era of endemic COVID. But what does that mean for the economy? What endemic COVID will do to the economy will depend on how the disease moves...

Inflation May Remain High And Longer Than Predicted

Inflation May Remain High And Longer Than Predicted

If you’re seeing higher prices at the pump, the grocery store and power bills, you’re not alone.  The Consumer Price Index rose 6.8 percent from November 2020 November 2021, the largest 12-month increase since the period ending June 1982. Energy prices rose a whopping...

A Step-By-Step Guide To Turning A Dream Into A Business

A Step-By-Step Guide To Turning A Dream Into A Business

It’s easy to think that a good business idea will naturally lead to success, but any entrepreneur will tell you, it’s not that easy. You need more than an idea. You need patience, dedication, and a strong worth ethic to take your idea and turn it into a reality. Here...

5 Things To Think About Before Retirement

5 Things To Think About Before Retirement

If you’re planning to retire within five years, there are some things you can do now to ensure that you’re confident, excited, and prepared when the time comes. When you think of retirement as a journey, you’re getting ready to take, you can see why it’s best to plan...

Ways To Contact Us

Schedule your consultation with a CERTIFIED FINANCIAL PLANNER™

Our Email

Phone Number

SCHEDULE A COMPLIMENTARY
​15-MINUTE STRATEGY SESSION TODAY