Year-End Moves Under OBBBA, Plus Potential Strategies in 2026

Year-end 2025 brings planning opportunities under OBBBA. See how you may want to time deductions, gifts, and income before December 31 and the potential shifts in 2026.

Why Bonds Still Matter: The Steady Heart of a Well-Diversified Portfolio

Bonds may not make headlines, but their stability, income, and balance are vital to a resilient portfolio. Discover why fixed income remains essential for long-term investors.

[Video] FRS Retirement: What Every Young Public Safety Officer Should Know

[Video] FRS Retirement: What Every Young Public Safety Officer Should Know

If you’re an FRS special risk participant in the early or middle stages of your career, learn how the financial choices you make now can shape your retirement.

How to Find a Fiduciary, Fee-Only Financial Advisor in South Florida

Why choosing a fiduciary, fee-only financial advisor in South Florida matters for retirement, FRS special risk employees, and families with special planning needs.

[Video] When the Roth Option in Your Deferred Comp Isn’t a Good Idea

[Video] When the Roth Option in Your Deferred Comp Isn’t a Good Idea

When is the Roth option in your deferred comp plan not a good idea? Discover 7 scenarios where traditional contributions might save you more in the long run.

Planning for Retirement in Plantation, FL: What You Need to Know

Planning for retirement in Plantation, FL? Explore key steps to prepare for the future and make the most of your retirement years.

What the One Big Beautiful Bill Act Could Mean for Your Finances

Wondering how the One Big Beautiful Bill Act could impact your taxes? Explore key changes to deductions, credits, and planning strategies under the new 2025 law.