by Tom Fleishel | Aug 22, 2022 | Uncategorized
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...
by Tom Fleishel | Jul 26, 2022 | Uncategorized
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....
by Tom Fleishel | Jul 20, 2022 | Uncategorized
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...
by Tom Fleishel | Jun 12, 2022 | Uncategorized
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....
by Tom Fleishel | May 20, 2022 | Uncategorized
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...
by Tom Fleishel | Apr 7, 2022 | Uncategorized
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....
