Mar 05, 2020
Ordinary Income Taxation vs. Capital Gains Taxation
by Glenn J. Downing, MBA, CFP® In this post I’m tackling a tax topic: The difference between ordinary income taxation…
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Financial planning insights and wealth-building strategies from our fiduciary team.
Feb 25, 2020
The Top Five Mistakes I See People Make with Their Money
by Glenn J. Downing, MBA, CFP® Channeling David Letterman and all those Top Ten lists. I thought it might be…
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Jan 29, 2020
You Are Generous. Give Creatively.
by Glenn J. Downing, MBA, CFP® Charitable Giving As a financial adviser, I am privileged to work with many wonderful…
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Jan 23, 2020
Deferred Retirement Option Program (DROP)
by Glenn J. Downing, MBA, CFP® The Deferred Retirement Option Program (DROP) is available to Florida Retirement System (FRS) pension…
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Jan 21, 2020
Life Insurance Part 1 – A Little History
by Glenn J. Downing, MBA, CFP® The fundamental reason to buy life insurance is that someone else is depending upon…
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Jan 16, 2020
Life Insurance Part 3 – Why Haven’t You Bought the Coverage You Know You Should Have?
by Glenn J. Downing, MBA, CFP® If you dropped dead tomorrow your family would be in a world of hurt.…
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Jan 15, 2020
Understanding Medicare, Parts A – D, and Medigap Policies
by Glenn J. Downing, MBA, CFP® Original Medicare is a creation of the Johnson administration in 1965. Medicare is health…
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Jan 10, 2020
Life Insurance Part 2 – Uses Of Life Insurance Policies
by Glenn J. Downing, MBA, CFP® In Part I of this 3-part series I gave a brief history of the…
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