Business & Law

Getting Personal, ‘tis the Giving Season…

Time, treasure, trust, love, and kindness are gifts no matter how defined.   What do millionaires think about giving?  Our research findings reveal that life satisfaction includes additional giving to those outside of our own families. Beyond providing support to family, we find that satisfied millionaires give more money and time to charity.  Especially with volunteering, satisfied millionaires give three […]

AC Electrical Services: Once Your Electrician, Always Your Electrician

From small residential repairs to new construction of custom homes and commercial buildings, AC Electrical Services covers it all. AC Electrical Services is a full service local electrical contractor that prides itself on providing the best customer service. The company services Everglades City to Punta Gorda and everywhere in between and no project is too big or too small. The […]

Let’s Step It Up

Ask The CFP® Practitioner

“Courage is an accumulation of small steps.”                     ~ George Konrad, Hungarian Novelist Question: I’m in the midst of year-end tax planning and have questions about the cost basis of stock. Under what circumstances can it be increased? Answer: The dictionary definition of cost basis is the original value of an asset used […]

Shopping Injury Might Fall on the Injured

People can get hurt in the hustle and bustle of holiday shopping. Jostling at a crowded sales table, walking through a store with extra stacked merchandise and shoppers with the ever present drink cup all pose danger. But just because someone gets hurt in a store does not mean the store has liability. Perhaps the most common shopping injury is […]

Proactive, Not Reactive

Ask The CFP® Practitioner

“The beginning is the most important part of the work.”               ~ Plato, Classical Greek Philosopher Question: Could you highlight possible items to review before year-end that may provide tax-savings? This would be a perfect follow up to the last column on tax reform changes. Answer: There are a few items you can consider […]

The As Is Contract May Not Be As Is


Most of the contracts used for residential real estate sales include provisions that allow buyers to inspect the property before consummating their purchase. Some contracts require the seller to make repairs, albeit most of those place a cap on the seller’s obligation. Others give the buyer the right to inspect and request repairs, but give the seller right to refuse […]

Active Stretching Program at Ideal Physical Therapy & Fitness

Tom Drummond has been an avid and competitive golfer for more than 30 years. Due to a recent injury, his hip began to stiffen and restrict his range of motion. Tom sought out massage therapy to alleviate the pain and improve his flexibility. However, massage was only able to provide short-term, inconsistent results. Then Tim Magee, Head Trainer at Ideal […]

Karen Garcia Joins Wilson Creative Group

Wilson Creative Group has added seasoned web developer Karen Garcia to the team. “My favorite part about working with the WCG team is collaborating and brainstorming with people around me. Working with such a talented team is inspiring.”  ~ Karen Garcia Garcia graduated from Nueva Esparta University in Caracas, Venezuela, where she focused her studies on Graphic Design Business Administration. […]

Breaking the Code

Ask The CFP® Practitioner

“Unless you know the code, it has no meaning.”   ~ John Connolly, Irish Author,  from “The Book of Lost Things.” Question: Would you outline last year’s tax law changes? I’m ready to do some year-end planning. Answer: Exemptions, deductions, expenses and credits all underwent a few tweaks in 2017. You’re smart to look at the changes as 2018 comes […]

Condominiums Have Options For Bad Behavior


Condominium living can provide the best of all worlds. Condominium owners have a home, amenities and the association takes care of the maintenance. It is a particularly attractive option for part-time residents. Living together even affords an element of security, as most condominiums try to monitor occupancy and exercise approval of both new owners and tenants. The security afforded by […]

Category Pages are limited to 365 days. Please use the archive page or the search box to find older articles.