Many of us think that natural disasters always happen to other people in other areas like the ones we hear on the news. However, this mindset can leave us totally unprepared if a natural disaster does occur in our community and our personal properties are affected....
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Schedule your consultation with a CERTIFIED FINANCIAL PLANNER™What’s in your Vault?
Everyone has important documents that should be protected from theft, fire, water damage etc. In the paper world of days past, these files were typically stored in a filing cabinet, safe or safety deposit box. With the advent of digital storage and cloud technology,...
Time or Timing?
I thought it would be nice to share a recent opinion on the market from Jeffrey Saut, Chief Investment Strategist at Raymond James. “Time is the Archimedes’ lever of investing. Archimedes is often quoted as saying, “Give me a place to stand and a lever long enough,...
Reflections on Being a Grandparent
Everyone usually thinks fondly or has fond memories of their grandparents. But I still cannot grasp the reality of being a grandparent; I think I look and feel younger than my age but when I think of my grandfather, who was born in 1879, was 90 when he passed and I...
Elections and Return Expectations
Many investors believe Republican presidents mean better investment performance. However, the president—and the president’s party affiliation—have less to do with market performance than you might expect. In an election year, you don’t have to go far to hear who has...
Know Before You Leap- How to pick a Certified Financial Planner
CERTIFIED FINANCIAL PLANNER™ professionals are highly-trained professionals who can help you in all aspects of your financial life. However, not all CFP® professionals are the same, many differ in their approach, biases, focus and commitment to your overall financial...
Way Down Upon the Suwannee River….
If you have any inkling for enjoying the outdoors and especially canoeing or kayaking, this trip is for you. For the second summer in a row, I took a three day canoe/kayak trip down the gorgeously remote Suwannee River with my kids and another family. It takes some...
Importance of Proper Beneficiary Designation on Retirement Accounts
Since retirement accounts are not part of a previously established Will, they are not governed by its provisions. Hence, it is important to keep the beneficiaries on such accounts up- to-date as any changes made on your Will/Estate will not be reflected on your...
Are you saving enough for your future?
Although as a nation, we’re working harder and logging longer hours than ever before, we're saving less and relying more on credit to get what we can’t wait to have. GoBankingRates conducted a 2016 survey asking Americans how much money they’ve saved for retirement...
Fleishel Financial Associates Celebrates 25 Years
25 Years is a quarter of century and the opportunity for Fleishel Financial Associates and our clients to celebrate an important anniversary milestone. In 1989, I was launched as a fresh graduate from the Stetson University MBA program. Well, being the perpetual...
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