Insights

Leading the Charge as a Senior Care Advocate

Posted by Financial Strategies Group in Blog Posts, Giving More

CERTIFIED FINANCIAL PLANNER™ professional Hank Cleare spent the month of January focused on getting older, better, and smarter for a very important cause.   Older in the sense that he has embraced aging client care as an urgent issue in the financial planning profession, better…

Estate Planning Is A Team Sport

Posted by Financial Strategies Group in Blog Posts, Strategic Partners

Now more than ever you need objective advice and counsel to help you make appropriate financial decisions in an ever-changing world.   Your overall financial plan requires input from multiple professional disciplines with varied expertise.  That’s why the advisors at Financial Strategies Group surround themselves…

From Southern Company to Santa Claus

Posted by Financial Strategies Group in Blog Posts, Retirement

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, CFP® Attends LPL Financial’s Women Advisors Leadership Forum

Posted by Financial Strategies Group in Blog Posts, Continuing Education

  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…

Our Thoughts on the U.S. Elections

Posted by Hank Cleare in Blog Posts, Economic Update

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…

Planes, Trains and Wills

Posted by Kimberly DeProspero in Financial Planning

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…

Tips For Smart, Safe Summer Travel

Posted by Financial Strategies Group in Health and Happiness

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,…

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…