News and Commentary

Helping Aging Parents Decide to Stay in Homes or Move Out by Brendan T. Hayes

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Posted on November 04, 2024 by Brendan Hayes

A harsh reality of getting older is the potential that physical and mental limitations can impact individuals’ quality of life and their ability to continue living independently. When individuals fail to plan for these possibilities, decision-making may fall to their adult children, who may not grasp their parents’ emotional ties to a family home or […]

Relatable Finance Podcast 157: Exploring Private Equity

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Posted on October 29, 2024 by

Private equity has experienced significant growth in recent years, but what exactly sets this asset class apart? In this episode, the South Florida Finance Guys explore the history of private equity, its unique structure, and the factors driving its recent surge in popularity. Whether you’re an investor looking to diversify or someone curious about the […]

Four Steps to Take Charge of Your Finances Now By Olga Ismail

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Posted on October 16, 2024 by Olga Ismail

In our busy lives, it is not uncommon to put off for tomorrow the things we do not have time for today. This is especially true for things that make us uncomfortable or require significant time and effort to squeeze into our already hectic schedules. However, by sweeping these issues under the rug, you are […]

Relatable Finance Podcast Episode 156: Navigating Real Estate Investing: Key Factors Impacting Today’s Market

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Posted on October 15, 2024 by

Investing in real estate can be a complex endeavor, with numerous factors influencing market conditions and investment decisions. In this episode, the South Florida Finance Guys break down the most important considerations for real estate investors, offering insights into how current trends and economic factors are shaping the market. Subscribe to our podcast to stay […]

401(k) Plan Sponsors’ Nondiscriminatory Testing Responsibilities By Sean Deviney, CFP®*

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Posted on October 02, 2024 by Sean Deviney

Employers sponsoring non-safe harbor 401(k) plans must perform annual ERISA- and IRS-mandated testing to ensure they do not disproportionately favor highly compensated employees (HCEs) over rank-and-file non-HCEs. It is critical businesses understand the formulas for these nondiscriminatory tests and the steps they must take to fix a failure or risk losing their plans’ tax benefits. […]

Steps Required to Settle an Estate By Scott Montgomery, CLU, ChFC

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Posted on September 26, 2024 by Scott Montgomery

When people die, the settling of their estates and the closing of their financial affairs begin. The entire process can be overwhelmingly stressful for grieving family members and quite time-consuming, depending on the size of the decedent’s estate and the plans put in place before their passing. Following are five critical steps surviving spouses and […]

Relatable Finance Podcast Episode 155: Rate Cuts are Here!

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Posted on September 24, 2024 by

In this episode, the South Florida Finance Guys talk about the Fed’s rate-cutting program, exploring its potential impact on the economy, stock market, and bonds. Whether you’re an investor, an economist, or simply curious about monetary policy, this discussion offers valuable insights into how interest rate changes can shape financial markets and the broader economy. […]

Health Savings Account Contribution Limits Increase in 2025 By Lee F. Hediger

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Posted on September 17, 2024 by Lee Hediger

The IRS recently announced the 2025 contribution limits individuals with high-deductible health plans (HDHPs) may contribute to their workplace health savings accounts (HSAs) to help pay for rising healthcare expenses. HSAs are triple-tax-advantaged accounts that eligible workers may fund with pre-tax dollars and withdraw tax-free when used to cover a broad range of qualifying healthcare […]

Relatable Finance Podcast Episode 154: Market Volatility and Setting Expectations

Posted on September 10, 2024

In this episode, the Relatable Finance guys talk about recent stock market volatility, offering insights and reminders on what to expect during periods of market instability. They explore the importance of setting realistic long-term goals and how to navigate market fluctuations to achieve investment success. Tune in to understand how to stay on course during […]

Relatable Finance Podcast Episode 153: Similarities Amongst the High-Net-Worth

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Posted on August 27, 2024 by

In this Relatable Finance episode, the South Florida finance guys mention common traits they observe among high-net-worth clients. They also converse about spending habits, work ethic, and the varied paths to financial success. Tune in to gain insights into how these characteristics can influence financial outcomes and discover practical tips to enhance your own financial […]

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