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Tuesday, November 30, 2021

Your Year-End Financial Checklist Aspects of your financial life to review as the year draws to a close. The end of the year can help remind us of last-minute things we need to address and the goals we want to pursue. To that end, here...

Sunday, November 28, 2021

For my friends that celebrate Hanukkah, the Festival of Lights, I wish you a joyous time with family and friends – lots of Hanukkah songs, dreidels and traditional foods to make your celebration complete. Happy Hanukkah!

Wednesday, November 24, 2021

This Thanksgiving I challenge you to look at the glass half full. Look at what you have and not what you don’t have. Tell the people you love, well, that you love them. Tell the people who support you with services how much you...

Wednesday, November 24, 2021

Annual Financial To-Do List Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving,...

Monday, October 25, 2021

October 16th I was very privileged to attend the birthday party for my client and friend, Sandi Van Buskirk. I was honored to make a toast highlighting her career accomplishments (retired founder of Software Synergy, Inc.) and her...

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Wednesday, October 20, 2021

Last Friday the Second Saturday Broward team was debriefing after our most recent Second Saturday Divorce Workshop. Our Web Master, Eric Sachs, is a new, first time Dad, and we were anxious to see more than just a picture of baby Jude....

Thursday, October 14, 2021

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This...

Monday, April 12, 2021

The Shred Party What should you get rid of and hold on to? When and why? Provided by Luana Mobley Corral, CFP®, CFS™, CLTC™, BFA™ If a shred party happens to spring up in your area, you may want to mark your...

Thursday, April 1, 2021

Happy Passover! Happy Easter! IRS Extends Tax Deadlines; Inflation Boogeyman; Have a Plan, Not Just a Stock Portfolio

Saturday, March 6, 2021

Yesterday I had the great pleasure of participating in the 2021 Greater Fort Lauderdale Chamber of Commerce’s Conference "Excuse Me, That's My Seat". While the audience was primarily women, the content was relevant to just about everyone.

Saturday, February 6, 2021

On Wednesday, February 3, 2021, I had the distinct pleasure of watching the NFLPA's Fireside Chat with Magic Johnson which kicked off the fifth annual NFLPA Pitch Day. He made things clear. Success on the field does not guarantee you...

Thursday, December 31, 2020

I WISH YOU ENOUGH! This story was adapted from one I received in an email long ago. The original source is unknown. Enjoy and Happy New Year!

Tuesday, December 22, 2020

December 22, 2020 Dear Client Family and Friends: If you celebrated the Festival of Lights, I hope it was a joyful time for you and your family. Belated Happy Hanukkah. Whether you celebrate the birth of Christ or just the magic of...

Tuesday, November 24, 2020

Dear Client Family and Friends, 2020 has been a tough year all around. Our physical, mental, and spiritual health has been challenged by the coronavirus pandemic. If you are like me, you are ready for COVID-19 to be put in its place....

Monday, October 19, 2020

Despite COVID-19 – life moves on. The election is about 2 weeks away - I’m attaching a piece from American Funds about how elections move the markets.

Wednesday, September 30, 2020

The NFL is dealing with uncertainties heading into Week 4. The Tennessee Titans played the Minnesota Vikings on Sunday. On Tuesday, the Titan’s COVID-19 testing results revealed three new player positives and five new personnel...

Wednesday, August 5, 2020

In June, I let you know that you can return unwanted 2020 Required Minimum Distributions (RMDs) before August 31, 2020. This applies to RMDs taken from your IRA accounts and your Employer Sponsored Retirement Plan accounts. As a review...

Wednesday, August 5, 2020

I am pleased to share the latest video in the series "A Cup of Coffee with Associated" in which Benefits Practice Leader Logan Mondshein discusses how businesses can take their employee benefits virtual.

Sunday, July 12, 2020

If you are like most small employers, you are always looking for ways to control your group health insurance costs. Employers with at least ten full-time employees are exploring other funding options in the insurance market that will...

Thursday, July 2, 2020

Our office will be closed on July 3rd in commemoration of Independence Day. Have a safe holiday as you celebrate with just the right amount of social connectedness and physical distancing. Happy Independence Day!

Tuesday, June 30, 2020

My cousin emailed the following to me. A friend had sent it to her after receiving it from a friend. The source is unknown. Despite the misspellings and poor punctuation, I thought the message was worth sharing. As you continue to stay...

Wednesday, June 24, 2020

June 23, 2020, IRS released IRS Notice 2020-51. It allows unwanted 2020 Required Minimum Distributions (RMDs) to be returned before August 31, 2020. Previously, only RMD’s taken between 2/1 and 5/15 could be returned by 7/15/2020...

Wednesday, June 17, 2020

Last week, the AIS Sports team participated in the NFLPA 2020 Virtual Conference Series’ Boot Camp for Financial Advisors and Agents. We attended in-person in San Diego last year, but due to Covid-19, the 2020 annual NFLPA event...

Wednesday, May 27, 2020

While Associated is still saddened by the sudden passing of longtime partner and friend, Marc Weiss, the firm announced Logan Mondshein would rejoin the team as Employee Benefit Practice Leader. “No one will ever replace Marc...

Saturday, May 16, 2020

The coronavirus pandemic has interrupted many businesses across the country. While it's unclear how long COVID-19 will continue to affect organizations, many employers are looking to the future of employees returning to work. It was...

Monday, May 11, 2020

Last month, Associated Financial Consultants and Investor Services unexpectedly lost a close team member. Marc Weiss passed away on Saturday, April 4, 2020 from a health issue, unrelated to the coronavirus. Marc was a beloved,...

Wednesday, May 6, 2020

A financial crisis causes stress like any other crisis – divorce, a health crisis, or anything else that disrupts your life. We feel this financial crisis and what is happening in the economy is not a structural or cyclical event...

Wednesday, April 29, 2020

I ran across this piece from Capital Group|American Funds that provides some historical perspective about the markets. It is an article written in 1974 by Jim Fullerton, Former Capital Group Chairman. While the circumstances we face...

Thursday, April 9, 2020

Dear Client Family and Friends: First, I want to wish you all a Happy Passover or Happy Easter, as applies to you. I love this season because the Christian and Jewish traditions intersect. I pray that as you gather your families...

Friday, April 3, 2020

While many are focusing on The CARES Act’s one-time relief payment of $1,200 or $2,400 (plus $500 for each qualified child), 401K/403B/457 participants and IRA owners may wish to focus on the provisions which loosen access to...

Thursday, April 2, 2020

I am sure you are aware that the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by the President on March 27, 2020. It included many provisions for individuals and businesses alike. Attached you will find...

Wednesday, March 25, 2020

How are you doing in your quest to keep the appropriate social distance to fight Covid-19? I received an email from our Nationwide representative. He wanted to share a few resources for me, my loved ones and my clients during these...

Friday, March 20, 2020

To our valued clients, friends and family, In light of recent worldwide events which have had significant impact on the markets, all of us at Associated Financial Consultants & Investor Services wanted to reach out to remind you that...

Wednesday, March 18, 2020

Wednesday, March 18, 2020 Dear Client Family and Friends, I never cared much for Space Mountain at Disney. My stomach lining was more agreeable with Thunder Mountain. The Whipsawing (similar to Space Mountain) we have experienced in...

Monday, March 16, 2020

On Sunday, March 15, 2020, the new NFL CBA was approved through 2030. The vote was certainly a close margin (1,019 to 959). While some players may still be debating the contents of the deal (and it may contain some decisions that are...

Tuesday, March 10, 2020

Attached you will find a chart titled "Annual returns and intra-year declines". It shows that despite average intra-year declines of 13.8%, annual returns are positive in 30 of 40 years. This demonstrates that because the market is...