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,…
Every day is a family affair at Financial Strategies Group in Weston, Florida. CFP® Kim DeProspero opened her own financial services practice in 2003 but has been serving South Florida communities since 1986. Prior to his passing from Alzheimer’s in 2011, Kim worked side-by-side with her…
We are beyond thankful for the donations made to the 2015 Walk to End Alzheimer’s. Our team, Financial Strategies Group, with the help of clients, family, and friends, raised over $11,600 for this years walk. 2016 we are focused on the importance of giving back….
Gratitude and abundance go hand in hand. It’s easy to be grateful when there’s plenty on the table and the bank accounts are looking good. What’s infinitely more difficult is having a thankful heart when times are tough. Sometimes we hurt, and sometimes we…
I am a self-professed lifelong learner. Each year I make sure my calendar has lots of opportunities to meet, travel, listen and discuss, because I think it’s essential to feed your mind with positive, thought-provoking ideas and quality information in order to grow personally and…
Aren’t two heads better than one? At Financial Strategies Group, we focus on developing partnerships with our clients. Our firm is led by the husband-and-wife team of Hank Cleare and Kim DeProspero, who offer a rare and valuable dynamic in financial planning services: a dual perspective. Watch this video…