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Home » Insurance
 Preparing for When Life Happens
By Stephen Kyle
In Insurance, News
Posted November 1, 2019

Preparing for When Life Happens

One of the advisors in our office was previously employed at an insurance agency. He’ll never forget the day that a client in his forties came in to the office, sat down at the desk, and [...]

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 New Year’s Financial Checklist for 2019
By Stephen Kyle
In Cash Flow & Spending, Credit & Debt, Estate, Insurance, Investments, News, Retirement
Posted January 9, 2019

New Year’s Financial Checklist for 2019

Happy New Year! At the start of 2019, if you are like many individuals, you may have made a New Year’s resolution list. To help you on your financial journey, you will find below a financial [...]

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 Don’t Buy Into the Myth That Flood Insurance Isn’t Necessary
By Stephen Kyle
In Insurance, News
Posted December 1, 2017

Don’t Buy Into the Myth That Flood Insurance Isn’t Necessary

The recent flooding that occurred due to Hurricanes Harvey and Irma was sobering to the United States. Thousands of families were displaced from their homes and many have yet to recover. One [...]

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 Health Savings Accounts Part 2
By Ed Schmitzer
In Insurance, Taxes
Posted May 9, 2017

Health Savings Accounts Part 2

Our March 2017 blog posting (Health Savings Accounts) talked about the tax and financial benefits of using Health Savings Accounts, especially when an individual can allow the contributions to [...]

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 Health Savings Accounts
By Stephen Kyle
In Insurance, News, Taxes
Posted March 9, 2017

Health Savings Accounts

In recent months, health care reform has been receiving a lot of attention in the media. Congress has promised to pass healthcare reform and something Americans are likely to hear more and more [...]

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By Stephen Kyle
In Insurance, News
Posted July 1, 2016

Hurricane Season Is Here, Will You Be Ready?

The summer season is here and that means many of us can look forward to sunbathing at the beach, going on vacation, dipping in the pool, grilling in the backyard and the like. What may not be top [...]

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By Stephen Kyle
In Insurance, News, Small Business, Taxes
Posted April 25, 2016

Hiring Household Help

When Hiring Someone to Work in Your Home, Consider These Things First Every year millions of Americans hire someone else to work in their home. It could be a one-time occurrence such as hiring a [...]

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Suite 300 Jacksonville
Florida 32256
Phone: 904.398.2075

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