Allen Giese, ChFC®, CLU®
One of the Best-Kept Secrets in Charitable ...

Discover how donor-advised funds offer a flexible, tax-smart way to simplify and amplify your charitable giving—without the hassle of a private foundation.

Retirement Planning
Allen Giese, ChFC®, CLU®
The 5 Biggest FRS Retirement Mistakes

Watch this video to learn about the five biggest mistakes we see FRS Special Risk participants making.

Investment Management
Northstar Financial Planners Inc.
To Bit or Not to Bit: Investing in Crypto

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

Investment Management
Northstar Financial Planners Inc.
Tales from The Crypto: Cautionary Bitcoin ...

Bitcoin and related cryptocurrencies are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.

Investment Management
Steve Tepper, CFP®, MBA
Trading into Stock Frenzies: A Lesson in ...

Forget GameStop. Here’s some real-life investing lessons to learn from fictitious company LameSlop.

Florida Retirement System

[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.

[Video] The 5 Biggest Mistakes Special Risk FRS Pre-Retirees Make

[Video] The 5 Biggest Mistakes Special Risk FRS Pre-Retirees Make

Learn about the five biggest mistakes FRS Special Risk pre-retirees make with their retirement plans and how to avoid them for a more secure financial future.

[Video] Getting Income Out of Your FRS Investment Plan

[Video] Getting Income Out of Your FRS Investment Plan

Explore strategies for drawing income from your FRS Investment Plan as retirement approaches. This video addresses common concerns, offers insights on annuities, and highlights the importance of diversification and professional advice.

[Video] Why You May Not Need a Financial Advisor

[Video] Why You May Not Need a Financial Advisor

Some FRS Special Risk folks can do their financial planning on their own. For others, a wealth manager can really help. Here are points to help you decide.