Resources

Recent Blogs

08
Oct

How secure is your retirement plan?

Let’s be honest: nothing in life is a given (except for death and taxes, of course). Planning for retirement includes elements of art and science, and a qualified financial...
03
Oct

How to prepare your personal business for the next hurricane

When it comes to hurricane preparedness, you’ve probably seen all the lists of supplies to stock and ways to prepare your property in order to minimize damage. Most people...
19
Sep

Your guide to college savings plans

Student loan debt continues to be a pressing problem for millions of Americans—and not just the millennial generation. Millennials have made headlines in recent years for record debt crippling...
12
Sep

How to Build a Successful Company: Lessons from the Jacksonville Business Journal Fast50

As sponsors of the Jacksonville Business Journal’s Fast50 awards, we evaluated all of the applications and had the privilege of learning what the fastest-growing companies are doing to make...
30
Aug

In the loop with IRS news: 3 things every taxpayer should know this August

As the summer winds down, the IRS is gearing up for fall tax deadlines, year-end matters, and continued tax reform courtesy of the Tax Cuts and Jobs Act. But...