Category: In The News


Shaping the Future of Finance through Education and Innovation

In our commitment to staying connected with our community, we are proud to establish partnerships with local universities such as Nova Southeastern University (NSU). The finance industry is a realm of constant evolution, and our collaboration with NSU is a cornerstone of our dedication to education, innovation, and development of future leaders. Our Wealth Advisor, […]

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Marianela Collado is named a Personal Financial Planning (PFP) Champion

We’re thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, has recently been named Personal Financial Planning (PFP) Champion by The American Institute of Certified Public Accountants (AICPA). This recognition is a testament to Marianela’s unwavering dedication to promoting the importance and value that Certified Public Accountant (CPA) Personal Financial Planners bring to the […]

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How to Fix a Common Client Problem: Too Little Insurance Protection

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest […]

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Marianela Collado to Speak on CNBC Women & Wealth – March 5th, 2024.

We are thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5th, 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. Women often face unique challenges when it comes to retirement […]

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Navigating the Broker/Dealer vs. Investment Advisor Landscape

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance. Recognizing the need for clarity, The Institute for the Fiduciary Standard recently unveiled its latest Fiduciary Campaign. This campaign aims to bridge the gap in consumer knowledge by […]

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Financial Planning for the Latino Community

The Latino community is making significant strides in the U.S. economy, with projections indicating a remarkable growth in purchasing power over the next few years. While this progression is noteworthy, it’s essential to recognize the challenges faced by Latino individuals in achieving financial stability. Despite the positive statistics, disparities in income, workplace discrimination, and lower […]

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Important Factors to Consider as a First-time Investor

Embarking on your investment journey can be both exciting and daunting. If you find yourself with questions about where to begin, you’re not alone. Whether you’re fresh out of college or advancing in your career, understanding the basics of investing can lay a strong foundation for your financial future. Our Chief Investment Officer, Matthew Saneholtz, […]

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7 Key Tax Questions About Paying off Student Loan Debt

Our Wealth Advisor Catalina Franco-Cicero, MS, CFP®, CTS™ was recently quoted in Financial Planning, sharing her thoughts on paying off student loan debt. The article sheds light on the often misunderstood concept of student loan forgiveness after 20 to 25 years in a repayment plan, which can lead many individuals to believe that they can simply […]

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Saving for Retirement Just Got More Complicated

The recent passage of the Secure Act 2.0 introduced fresh opportunities for retirement savings, but it also brought along some potential challenges that could catch savers off guard. Being aware of these possible drawbacks can enable you to make more informed decisions or, at least, be ready for future implications. Our CEO Marianela Collado, CPA/PFS, […]

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