August 9, 2022 | Money
If the last few years have taught us anything, it’s that life can throw massive changes our way. But how does one prepare for the unexpected? Is there a way to plan for something unprecedented? While questions about the future may have you reaching ...
July 20, 2022 | Money
Beyond being your biggest asset, your home is the setting for your life story. So when it comes to financing your property, it is essential to work with a mortgage professional who truly cares about your needs. Nate Jomaa, namesake of The Nate Jomaa Mortgage Te...
July 5, 2022 | Money
Behind our active-duty military members are more brave men and women sacrificing for our national security. Military spouses are part of a strong, proud military community that counts more than 5 million warriors, family members and caregivers around the world....
May 26, 2022 | Money
Bookkeeping. Accounting. Taxes. Why do these three words make small business owners uncomfortable, even nervous? Similar to medicine, the world of bookkeeping and finance is filled with professionals speaking their own language. While medical professionals are ...
May 25, 2022 | Money
Having been a teacher for 11 years has truly been the best value add to my current profession as a financial planner. The tools and strategies I learned and then implemented to help students of varying needs and levels have been invaluable. Fast forward s...
May 11, 2022 | Money
There’s a new Cape in town. Cape Canaveral, the epicenter for American space exploration, has been transformed by a unique mix of game-changing pioneers and legacy powerhouses from a launching pad to the hub of the new space economy on the edge of liftoff...
April 13, 2022 | Money
Welcome to tax season! For many entrepreneurs, it’s the most dreaded time of year. Why is this such a scary time for so many? If your books are in order and you have a good financial team working with you, there shouldn’t be any negative surprises.&...
April 1, 2022 | Money
In today’s world of economic development, the name of the game is talent attraction — the pursuit of the most appropriate candidates not only for a business, but for a region to thrive. Cities across the U.S. are finding new and creative ways to sho...
March 31, 2022 | Money
As I get older, I see the importance of routine health exams with my primary care doctor and specialists. Those regular checkups keep me aware of what my body is doing and helps me prevent more serious problems in the future. Most importantly, my team of health...
February 2, 2022 | Money
Brevard’s real estate market is, as Charles Dickens might have put it, currently at “the best of times, the worst of times,” depending on who you are. Thanks in no small part to the pandemic, record low mortgage rates and a steady influx of bu...
November 22, 2021 | Money
We are cruising toward the end of the year. Many of us are planning and preparing for the holidays. How do you prepare? Do you make lists? Guest lists, gift lists, grocery lists — the list goes on and on. Or do you just wing it? Do you assume you ha...
November 3, 2021 | Money
As a Certified Social Security Claiming Strategist, I have worked with individuals who have argued not to include Social Security in their retirement plan because they say that it won’t be around when they retire. Others I have talked to say it is b...
