Certified Estate Planner, Estate & Retirement Advisor, Owner & Founder of Senior Financial Security, Inc.
FOX – WOFL Credit card debt is a growing problem for younger Americans, one that may follow them all through their life. In a first-of-a-kind study released earlier this month, two Ohio State economists found that people in their late 20’s or early 30’s are not only taking on more debt, but they will likely die […]
Wednesday, February 13, 2013 – ©2013 U.S.News & World Report LP All Rights Reserved What Happens When Money Secrets and Marriage Collide? Why couples don’t always talk truthfully about their finances By Daniel Bortz The Beatles may have told people all they need is love, but many couples who have experienced monetary conflicts in their […]
FOX – WOFL Whether you’re dating, or you’ve been married for 50 years – money is a big deal in a relationship. How can people test their financial compatibility? Well there is a test that you can take to determine your financial compatibility! Click Here to take a test to see if you and your Valentine […]
FOX – WOFL Click here to calculate how much the Affordable Care Act (AKA ObamaCare) will cost you in taxes. 7 Strategies to Protect Your Financial Security Taxes on high income individuals and trusts have increased for 2013. Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who […]
FOX – WOFL If you want to see how much the fiscal cliff deal will cost you in 2013, click here for a calculator from the nonpartisan Tax Policy Center. You can compare your tax burden with what it was last year – and what it would have been if we’d gone over the cliff. Please call […]
FOX – WOFL For more info on the 21 day kickstart plan, contact Jean at 352-307-8652 and Debbie at 352-509-3133 or d.kemp@brickcityfitness.com As 2012 came to an end, many are thinking about the things they want to change in 2013. Some popular New Year’s resolutions include losing weight and eating right. But let’s think about some […]
While it may sound sensational or romantic, retiring in a foreign country also has more pragmatic benefits, leading to a rise in the population of Americans choosing to spend their golden years in other countries. Whether it’s the draw of low costs of living, inexpensive and accessible health care, warmer climate or the charm of […]
It’s never too early to start teaching your kids the right and wrong ways to manage money. When I was a kid, my parents afforded me a small allowance that grew each year, granted there were associated chores that had to be finished in order to receive my allowance. These days, I hear more and […]
