Individuals & Families Creating a “Life Blueprint” File By Robin L. Cook, CWS®, CTFA® Sr. Vice President, and Prosperity Advisor Facing the death…Suncoast Equity Management And Prosperity AdvisorsNovember 22, 2024
Individuals & Families What you need know about Cybersecurity Threats By Frank Wyatt, MBA Vice President, Financial Planning, Prosperity Advisor At Suncoast Prosperity Advisors and…Suncoast Equity Management And Prosperity AdvisorsNovember 22, 2024
Individuals & Families Tax Cuts and Jobs Act Expiration By Jeff Strouse JD, CRPC®, CEPA® President Prosperity Advisors In our 3rd Quarter issue, we…Suncoast Equity Management And Prosperity AdvisorsNovember 22, 2024
Individuals & Families Year-End Charitable Giving Thoughts By Beth Dopking Neal, CFP® Sr. Vice President, Sr. Prosperity Advisor The best…Suncoast Equity Management And Prosperity AdvisorsNovember 18, 2024
Individuals & Families New Florida Community Property Trusts – Is it right for you? By Robin L. Cook, CWS®, CTFA® The Florida Community Property Trust act (FLCPT) became…bmpOctober 18, 2024
Individuals & Families Is the Next Generation Ready for Their Inheritance? By Robin L. Cook, CWS®, CTFA® Are your children, grandchildren, nieces, and nephews ready…bmpOctober 18, 2024
Individuals & Families Thoughts for Summer 2024 By Jeff Strouse JD, CRPC®, CEPA® Most of you are well underway with summer…bmpOctober 18, 2024
Individuals & Families Beyond College Savings: How to optimize 529 Plans with Roth IRA Rollovers By Terri Ritchie, CFP® Since they were initiated in 1996, 529 plans have been…bmpOctober 18, 2024