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@FPANEFL Profile picture

FPA of NE Florida

@FPANEFL

FPA of Northeast Florida champions the value of the financial planning process and advances the financial planning profession.

2KPosts 338Followers 226Following
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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
9 Jan 2019

Bad money habits? Yep! We all have them! ow.ly/kETG30nfjhh

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
9 Jan 2019

Do you act deliberately or as needed and fix issues later? What do you think most leaders do? ow.ly/AFKT30nfjcp

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
8 Jan 2019

Strong words regarding the use of debt! ow.ly/8zn230neqTj

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
8 Jan 2019

For this round table, we’ll share thoughts and invite open discussion on how best to incorporate effective tax planning into your overall financial planning process. Thursday, 1/26 from 7:30 a.m. to 8:30 a.m. at Maple Street Biscuit Company in Jax Beach. ow.ly/NWkC30neqNw

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
8 Jan 2019

Planning to spend it all during retirement? Are we planning too conservatively? ow.ly/1IuD30ndsRW

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
4 Jan 2019

Are you considering financial risks of older clients? You probably consider medical expenses, but how about cognitive decline and/or widowhood? ow.ly/xJDR30nbMyy

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
4 Jan 2019

Add value to your clients' 401ks: do they qualify for HSAs? How well is their plan integrated with payroll? ow.ly/CPzM30nbMuV

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
2 Jan 2019

This is what financial planning has in store for 2019! ow.ly/nTse30na0au

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
18 Dec 2018

Was #bitcoin a bubble? Did it pop? I tend to think yes and yes, and the author of this article agrees. bloomberg.com/opinion/articl…

Tweet Image
Yep, Bitcoin Was a Bubble. And It Popped.
Source: https://t.co/WgQ3cb40XA
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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
12 Dec 2018

What does this say about market efficiency?? There may be lots of undiscovered talent that is not utilized in these firms! ow.ly/gmxQ30mXoQf

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
11 Dec 2018

This is an interesting thought process for anyone trying to lower IRA RMDs for their clients. ow.ly/hnyy30mWuha

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
10 Dec 2018

If your clients are concerned about Social Security, this article is for you! ow.ly/8dTD30mVw5a

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
10 Dec 2018

If you use target-date funds, it may be time to see if your clients understand them! ow.ly/py1h30mVvZE

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
7 Dec 2018

Think you're a leader? Take this quiz to see if you've got what it takes! ow.ly/WheW30mTUzp

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FPANEFL Profile Picture
FPA of NE Florida
 @FPANEFL
7 Dec 2018

There is still time to register for the Economic Forecast event at SS&C Advent next Wednesday!! It's free, there'll be food, and we hope to see you there!! ow.ly/Qd9230mTUom

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