Deborah Wiggin - Wiggin Financial Services, P.A.

Deborah Wiggin - Wiggin Financial Services, P.A. Wiggin Financial Services is a Fee-Only® firm that provides investment management services supported by financial and legacy planning.

Our firm led the industry by becoming one of the first CERTIFIED FINANCIAL PLANNER™ practitioners in Florida to implement Financial Life Planning®. As registered investment advisors, we have a fiduciary duty to our clients. That means we are legally bound to provide financial advice that is in your best interest. Our strong philosophy of transparency dictates that investment strategies and compens

ation fees are discussed and clearly identified upfront. Unlike fee-based or commissioned advisors, we have no vested interest in the financial products we choose for your portfolio. All our investment recommendations and financial advice are completely objective. Our primary goal is to grow and protect your assets and to help you reach your financial goals.

When life gets chaotic, our mentality can bring clarity to our financial planning. How can you ensure you have a healthy...
07/27/2022

When life gets chaotic, our mentality can bring clarity to our financial planning. How can you ensure you have a healthy wealth mindset? You can start with these four essentials.

Four ways to stress less about finances.

The financial world changes fast. The newsletter's twice-monthly tips can help keep you in the loop.
07/24/2022

The financial world changes fast. The newsletter's twice-monthly tips can help keep you in the loop.

Sign up and stay tuned for this week's posts.

There are few (if any) upsides to high inflation in most markets. However, companies from this niche can turn lemons int...
07/22/2022

There are few (if any) upsides to high inflation in most markets. However, companies from this niche can turn lemons into lemonade when inflation peaks.

The midstream energy companies, such as NuStar, will benefit from rising prices, according to Wells Fargo.

Earlier this year, the Biden administration announced a three-step plan to combat inflation. Find out the nitty-gritty o...
07/19/2022

Earlier this year, the Biden administration announced a three-step plan to combat inflation. Find out the nitty-gritty of the plan and what you can expect.

The president lays out a strategy for tackling his top economic priority.

Some people can benefit from switching from a 401(k) to a Roth IRA, especially if they want a beneficiary to inherit the...
07/16/2022

Some people can benefit from switching from a 401(k) to a Roth IRA, especially if they want a beneficiary to inherit the funds later on. Here are key considerations before making the switch:

Client’s age, investment time horizon, the value of assets being converted and current and future tax brackets are among the factors to consider.

The path to retirement isn't predictable, but it's possible to prepare for the unexpected. Here are three common life ch...
07/13/2022

The path to retirement isn't predictable, but it's possible to prepare for the unexpected. Here are three common life changes that can derail retirement plans and how you can outsmart them.

And three solutions to life-proof your planning.

Home prices and values have seen impressive growth lately, but most owners aren't willing to sell in the current market....
07/10/2022

Home prices and values have seen impressive growth lately, but most owners aren't willing to sell in the current market. Here are other ways homeowners can tap into their equity.

Total housing wealth grew by $8.2 trillion between 2010 and 2020, according to a March report from the National Association of Realtors.

The notably hot housing market is finally showing signs of cooldown, but sellers are still finding suitable buyers in re...
07/08/2022

The notably hot housing market is finally showing signs of cooldown, but sellers are still finding suitable buyers in record time and many are making a substantial profit.

According to a new report from Redfin, the typical home for sale found a buyer in just 15 days —the ...

Learn how short-term inflation has caused long-term costs for healthcare in retirement -- upward of 5% higher for 65-yea...
07/05/2022

Learn how short-term inflation has caused long-term costs for healthcare in retirement -- upward of 5% higher for 65-year-old couples this year compared to last.

A short-term rise in health-care inflation can add costs over the long run.

Have commodities like oil caught your eye? Former CEO Rick Rule reveals his lessons learned, including a strategy to avo...
07/02/2022

Have commodities like oil caught your eye? Former CEO Rick Rule reveals his lessons learned, including a strategy to avoid the consequences of following market trends.

Commodity prices are white-hot. Use this advice so you don't get burned.

Sometimes our own success makes it harder to spot financial fumbles. Here are five common mistakes anyone can make (and ...
06/29/2022

Sometimes our own success makes it harder to spot financial fumbles. Here are five common mistakes anyone can make (and how to avoid them).

Trust and generosity can lead many astray.

Address

101 NE Third Avenue Suite 1500
Fort Lauderdale, FL
33301

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19543906191

Website

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