FPA of NE Florida

How do you define advisor "success" at your firm? ow.ly/khRh30o2CVm

Bad money habits? Yep! We all have them! ow.ly/kETG30nfjhh

Do you act deliberately or as needed and fix issues later? What do you think most leaders do? ow.ly/AFKT30nfjcp

Strong words regarding the use of debt! ow.ly/8zn230neqTj

For this round table, we’ll share thoughts and invite open discussion on how best to incorporate effective tax planning into your overall financial planning process. Thursday, 1/26 from 7:30 a.m. to 8:30 a.m. at Maple Street Biscuit Company in Jax Beach. ow.ly/NWkC30neqNw

Planning to spend it all during retirement? Are we planning too conservatively? ow.ly/1IuD30ndsRW

Your clients may have an estate plan, but do their millennial kids? ow.ly/EzH330ndsLk

Are you considering financial risks of older clients? You probably consider medical expenses, but how about cognitive decline and/or widowhood? ow.ly/xJDR30nbMyy

Add value to your clients' 401ks: do they qualify for HSAs? How well is their plan integrated with payroll? ow.ly/CPzM30nbMuV

This is what financial planning has in store for 2019! ow.ly/nTse30na0au

Looking to cut your clients' tax bill? Read on! ow.ly/IojS30na05x

Was #bitcoin a bubble? Did it pop? I tend to think yes and yes, and the author of this article agrees. bloomberg.com/opinion/articl…

Are you ready for what's coming in 2019? ow.ly/ZIfx30mXp3X

What does this say about market efficiency?? There may be lots of undiscovered talent that is not utilized in these firms! ow.ly/gmxQ30mXoQf

Not sure what gifts to get your clients? Here are some ideas! ow.ly/kCTe30mWunA

This is an interesting thought process for anyone trying to lower IRA RMDs for their clients. ow.ly/hnyy30mWuha

If your clients are concerned about Social Security, this article is for you! ow.ly/8dTD30mVw5a

If you use target-date funds, it may be time to see if your clients understand them! ow.ly/py1h30mVvZE

Think you're a leader? Take this quiz to see if you've got what it takes! ow.ly/WheW30mTUzp

There is still time to register for the Economic Forecast event at SS&C Advent next Wednesday!! It's free, there'll be food, and we hope to see you there!! ow.ly/Qd9230mTUom