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The 8-Year Rule: How Your Future Plans Should Dictate Your FRS Choice
The choice between the FRS Pension Plan (with its 8-year vesting "cliff") and the Investment Plan (with its 1-year "safety net") should be dictated by how long a new employee plans to remain in the Florida public system.
Read MoreTariff Talk: Separating Real Financial Impact from Market Noise
Tariff changes cause short-term market noise, but the real risk to your portfolio is emotional investing. Don't let fear or recency bias derail your wealth. Stick to your long-term plan and let a fiduciary guide your next steps.
Read MoreRedefining Retirement: A Woman’s Guide to Designing Your Next Chapter
Retirement isn't just an ending; it's a vibrant new beginning—a chance to design your next chapter with intention. For many women, this pivot from a career-focused life to one of personal fulfillment requires thoughtful strategy,...
Read MoreThe Myth of the Perfect Trade: Why Patience is Your Best Investment Strategy
The Myth of the Perfect Trade: Why Patience is Your Best Investment StrategyWe have all been at that dinner party or golf outing.Someone leans in, lowers their voice, and starts bragging about a stock trade. They "got in" right at the...
Read MoreLove & Money: Why Talking About Finances Can Strengthen Your Relationship
They say love conquers all, but anyone who has shared a bank account knows that money can certainly put up a fight. It is one of the most cited sources of stress in marriages and long-term partnerships.
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What does it mean to be Futureproof?
Future Proof Festival: Shaping the Future of Finance Through Peer Education At Feller Financial Services, we believe that learning never stops—especially in a profession as dynamic as financial advising. That’s why our team attended...
Read MoreMaking Sense Of A Home Warranty
As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down. A warranty makes sense for big-ticket...
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