Parents Can Easily Secure Children’s Future with Smart Financial Planning

GUEST ARTICLE BY: SARA BAILEY   Providing for your child is one thing, but being able to support them financially and emotionally is an entirely different duty that requires a healthy work-life balance. With the rising cost of living impacting all aspects of our lives, finding a happy medium is difficult. What if you could […]

Formal Administration vs. Summary Administration in Florida

In the days of Google searches, I don’t know why I am still surprised when a potential client asks: “Can we proceed with a Summary Administration?” Still, as I’m sure my medical doctors experience when I arrive listing symptoms and my incorrect conclusion of what I believe my ailment to be, there’s more to summary […]

On the Spot: Fady Maghak and Victor Fernandez

This month, I sat with Fady Maghak and Victor Fernandez of the AM WEALTH MANAGEMENT GROUP of Janney Montgomery Scott LLC, two outstanding individuals who offer a high level of attention both to financial portfolios and to clients.   How did you get started in this business? Our team, The AM Wealth Management Group of […]

Administración formal versus administración sumaria en Florida

En los días de búsquedas en Google, no sé por qué todavía me sorprende cuando un cliente potencial pregunta: “¿Podemos proceder con una Administración de resumen?” Aún así, como estoy seguro de que mis médicos experimentan cuando llego a la lista de síntomas y mi conclusión incorrecta de lo que creo que es mi dolencia, […]

En el acto: Fady Maghak y Victor Fernandez

Este mes, me senté con Fady Maghak y Victor Fernández del AM WEALTH MANAGEMENT GROUP de Janney Montgomery Scott LLC, dos personas sobresalientes que ofrecen un alto nivel de atención tanto a las carteras financieras como a los clientes.   ¿Cómo empezaste en este negocio? Nuestro equipo, The AM Wealth Management Group de Janney Montgomery […]

Why an Estate Plan Should Be A Part Of Your Hurricane Preparedness Plan

When you think hurricanes, you think Estate Planning, right? Oh wait, I guess that’s just me. Hurricanes bring about destruction, loss of power, short supply, and, well, I can’t help but compare this to a heavily litigated Probate or Guardianship case.  When an estate that does not have an effective plan falls into Probate, or […]

On The Spot: Kameron Senemar, Mortgage Specialist

How did you get started in this business? Some would call it chance, however over time I’ve come to find that may have just been pure luck. I was introduced to a recruiter while in search of a job position in an office environment. I was well presented, and eager to start in a new […]