Broker Check

Tallahassee Office

401 East Virginia Street

Tallahassee, FL 32301

Tallahassee Office

401 East Virginia Street

Tallahassee, FL 32301

Podcasts

Interesting Articles

Driving Interest on Interest with the Next Generation

Driving Interest on Interest with the Next Generation

Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....
Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.
The 12 Steps to Living Confidently: How to Cut Your Expenses

The 12 Steps to Living Confidently: How to Cut Your Expenses

“Cut spending.” “Slash expenses.” “Avoid shopping.” The overwhelming advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to be good financial managers.

Financial & Emotional Confidence Quiz | Living Confidently

This quiz will test your financial and emotional confidence by prompting you to respond to a series of statements. By having a clear (and honest!) picture of where you are today, you can take action to get to where you want to be...

Take Quiz

Financial Lessons From 2020 | Living Confidently

2020 certainly was a year. While few of us are sad to see it go, there are lessons to be learned from this most unusual time. Hindsight 2020 is Living Confidently’s newest series, exploring the ways we can look back to move forward from the financial...

Read more

Have a Question?

Thank you!
Oops!