Business & Law

The Future is Now

Ask The CFP® Practitioner

“Individual income can grow only as fast as productivity rises.” ~ Alex Berenson (born 1973), American writer Question: How will my income portfolio be affected by rising interest rates? Answer: When it comes to making predictions, I’ve learned that it’s best to plan for the occasional economic wildcard and look for trends rather than absolutes. Between 2008 and 2015 the […]

Real Estate Contracts Must Be In Writing


Real estate purchase and sale agreements can and should be complex. They involve an expensive commodity with significant obligations of both buyer and seller. Detail and clarity are essential to make sure the intent of both parties is met so the agreement will travel smoothly to closing. In English common law, an agreement to purchase and sell real estate had […]

Marco Island Real Estate Report June 2018 Inventory Down From Last Year


The inventory of homes, lots and condos for sale on Marco Island totaled nine-hundred twenty-seven (927), down 11% from a year ago. A total of one-hundred one (101) properties sold in June, down 5% from June last year. Total dollar volume sold was $73.6 million, down 2% from June last year. One-hundred ten (110) new listings came on the market […]

Realtor Safety: ‘Staying Alive’

What is your Security Quotient? How comfortable are you working an “Open House,” or meeting a new client at a property? These are the times when a realtor’s vulnerability increases, and we need to practice effective security measures. With just the right knowledge and preparation we can greatly increase our security quotient and decrease our vulnerability. While this is not […]

Ideal Fitness Launches Innovative Physical Therapy Program

Ideal Fitness and Weight Loss Center in Naples has now partnered with Dr. Philip Standhart to expand their holistic wellness services and launch Ideal Physical Therapy. The new full-service physical therapy program will be available to patients beginning August 13th. “Our goal at Ideal Physical Therapy is to provide superior rehabilitation services to assist patients in recovering from pain and […]

Why Skipping a Generation Can Be a Good Thing

Ask The CFP® Practitioner

“The true meaning of life is to plant trees, under whose shade you do not expect to sit.” ~ Nelson Henderson, Scottish rugby player (1865-1943) Question: Could you explain generation-skipping trusts and how they might benefit our family? Answer: By definition, generation-skipping trusts (GSTs) are any trust whose beneficiaries are two or more generations below the grantor. For example, as a […]

Anatomy of an Eviction


Rental homes are in short supply in Southwest Florida but that does not mean they are filled with good tenants. Landlords still have to deal with problem tenants and even resort to court when things go awry. This column will provide an outline of a landlord-tenant eviction case. Tenants cannot be evicted before the end of the lease. But, when […]

Fuller Funeral Home Honors Veterans with Eternal Flame Memorial

Fuller Funeral Home is a full-service funeral home specializing in cremation services. “Cremation services like burial services look different from one family to the next, but always provide a meaningful way to honor a life well lived.” When a death occurs, there are so many things to consider and decisions to make. Many families choose Fuller Funeral Home to help […]

A Lawsuit Primer


Participation in a lawsuit can be frightening. Even involvement as a witness can involve uncertainty. Part of the fear is based on the unknown, and attorneys often do a poor job of explaining what is going on. This column will be an effort to help those poor souls who get stuck in the litigation machine and do not know what […]

Summer School

Ask The CFP® Practitioner

“We all learn by experience, but some of us have to go to summer school.”  ~ Peter De Vries, American novelist, 1910-1993. Question: Our grandchildren are spending time with us this summer. What can we can do while they’re here with us to help teach financial responsibility as they get older? Answer: There’s no better way to build a strong […]

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