2701 South Bayshore Drive
Miami,
FL
33133
Phone:
- 305.858.6666
Newsletters
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Online Shopping Tips
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.