Tips For Surviving College Planning Together

Posted by Kimberly DeProspero in Financial Planning

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…

Peace of Mind Checklist

Posted by Financial Strategies Group in Financial Planning

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…

5 Tips For NEXT Tax Season

Posted by Hank Cleare in Financial Planning

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,…

The Walk to End Alzheimer’s 2015

Posted by Financial Strategies Group in Giving More

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….

This Thanksgiving, Use Your Words

Posted by Kimberly DeProspero in Giving More

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…

3 Ways To Foster Your Inner Lifelong Learner

Posted by Kimberly DeProspero in Continuing Education

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…

Video: A Dual Perspective Approach

Posted by Financial Strategies Group in Giving More

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…