Wealth Management Articles

Disaster Preparation Checklist: Do This Now

Disaster Preparation Checklist: Do This Now Tornadoes, hurricanes, floods, wildfires, tsunamis—these are a few examples of disasters that have required evacuations. In some of these situations, people may have very little time to prepare to leave their home. Here in Florida, hurricanes are typically anticipated and we may have a day or two to prepare. […]

When Philanthropic Planning Goes to the Dogs and Benefits the Community

Financial planning goes beyond caring for yourself and your loved ones. Including philanthropy into your planning portfolio will extend caring and comfort into your community and support the causes that you are passionate about. Carol Beesley put this into action founding Beesley’s Paw Prints, a United Way of Lee, Hendry, Glades and Okeechobee collaborative.