Jerry Gallagher’s joy is contagious; it energizes everyone he meets. His kind words and happy laugh brighten days and draw people to him everywhere he goes. So when Jerry started growing out his beard this summer, it came as no surprise when a man at…
Kimberly DeProspero of Financial Strategies Group in Weston, Florida recently attended LPL Financial’s inaugural Women Advisors Leaders Forum, an invitation-only conference for top female advisors hosted by LPL Financial, a leading retail investment advisory firm and the nation’s largest independent broker/dealer*. DeProspero is supported…
Hank Cleare, CFP® of Financial Strategies Group in Weston, Florida is pleased to announce his nomination to the Board of Directors for The Alzheimer’s Association Southeast Florida Chapter. Hank will be serving alongside chapter CEO Ann May. May says, “We are thrilled to have…
For the past 30 years, we have counselled clients during elections. It has been our experience that some are fearful, while others are optimistic. Like a friend and fellow financial advisor recently said, “The reality is that we are pretty much a 50/50…
As the uncle of two nephews, I am always on the lookout for new things we can do together that don’t involve television or video games. Back in December, when we were having one of our ‘Uncle Hank Days’, I started a conversation with Carson—who’s…
Recently within a period of days, we received 4 or 5 phone calls from clients requesting updates to their beneficiaries, wills and trusts. Why? The common thread was this: everyone had upcoming plans to travel overseas. So why does flying over the Atlantic…
The Financial Strategies Group team has collectively had some great opportunities to travel both in the US and abroad. Over the years, we’ve learned how to be travel-savvy, protect ourselves from identity theft, and really enjoy our trips. Here are our top tips for smart,…
Spring is here! For Floridians, it’s a bit of an anticlimax because we live in perpetual summer (ha!), but for our Northern friends, it’s a time where flowers bloom, birds chirp, and college campus tours are in full swing. Did I say, ‘college?’ I…
If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur it can be difficult to find critical items. Organizing those items properly is a very wise use of your time. In…
I know what you’re thinking; Hank, I need help now! Why are we talking about next year already?! Most of you are focused on gathering and preparing to complete your 2015 tax return. If you feel like this year is more difficult than other years,…