Marina Ellis

07/26/2022

Tax Free Holiday is running now through August 7th. It's the perfect time to save money on your back-to-school shopping. These are dates that you can purchase clothing, shoes, backpacks, and school supplies without paying the sales tax!

07/22/2022

How much each employee benefits costs depends on a lot of factors. Most costs for traditional benefits tend to be largely covered by employers, with employees chipping in a smaller portion. Some flexible benefits, on the other hand, may not cost you anything at all.

Take a look at this article for 5 tips for offering benefit packages for employees: https://buff.ly/3yWF5o9

Reach out to learn more: (407) 491-4922

07/18/2022

Estate planning can be crucial to protecting your assets and providing for your children or other loved ones after you are gone. Here are some tips for Sandwich Generation members to begin their estate planning process. https://buff.ly/3otQGX3

For members of the

07/12/2022

It was an honor and a privilege to attend the Central Florida Association for Women Lawyer’s Passing the Gavel ceremony last Friday. Congratulations to Millcarek on becoming president and to outgoing president, Heather Meglino, for guiding CFAWL through all of its outstanding accomplishments this past year.

07/07/2022

"While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent." Read more now...

LPL Market Updates

07/04/2022

“Government of the people, by the people, for the people, shall not perish from the earth.” – Abraham Lincoln

07/01/2022

It may be early, but we see some potential signs that energy trends could be changing, which would not only have positive implications for consumers’ wallets, but also potentially investors’ investment portfolios. https://buff.ly/3AdAtMz

LPL Market Updates

06/29/2022

It is never too late to start saving money you will use in retirement. However, the older you get, the more constraints like, wanting to retire, or required minimum distributions (RMDs), will limit your options. Feel free to reach out for help with your financial plan!

06/24/2022

To help investors manage through this difficult period, we answer some of the top questions we’re getting about bear markets and list some things to watch to assess progress toward an eventual durable low. https://buff.ly/3A1AIu3

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LPL Market Updates

06/22/2022

There is a 70% chance that an American age 65 or older will need long-term care at some point, according to the U.S. Department of Health and Human Services. If that involves an assisted living facility, those costs can be incredibly high, and Medicare will not cover them. This is why many older adults opt for long-term care insurance in their 60s.

Reach out for a review of your personal situation: (407) 491-4922

06/20/2022

Be sure you're taking the possibility of a longer life to heart. A comprehensive financial plan can help make sure all the boxes are checked when it comes to securing your nest egg and maintaining a steady flow of funds throughout your retirement.

Reach out for help: (407) 491-4922

06/17/2022

This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. Below we discuss the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead. https://buff.ly/3aTtNbJ

LPL Market Updates