Archive of Personal Finance
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Plan of a Tax
Posted on June 7, 2012 by Cindy Goodman in Personal FinanceWith the end of 2011 closing in, now is a good time to make a few smart moves to reduce your tax bill. Some tax breaks are scheduled to expire this year. Other tax credits will be around awhile longer, but...
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Wealth Managers tell their best money advice ever received
Posted on June 7, 2012 by Cindy Goodman in Personal FinanceAlvaro Martinez-Fonts CEO, J.P. Morgan Private Bank Florida, Miami Best money advice ever received: When I was a commodities trader in Manhattan in the early 1980s, the head trader talked to me about when to sell. He said, 'If something you bought went...
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Women Angels
Posted on June 7, 2012 by Cindy Goodman in Personal FinanceWhen former entrepreneur Barbara Boxer arrived in Miami, she almost immediately saw a dearth in financing for women-owned businesses. In 2007, she launched Women Angels, a network of 38 south Florida women diverse in age, profession and ethnicity. To...
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Where are you advising clients to invest while still remaining cautious?
Posted on June 7, 2012 by Cindy Goodman in Personal FinanceFlorida Trend posed this question to 11 financial advisors - here are their answers. by Cindy Krischer Goodman Scott Poulin Director of Florida Wescott Financial Advisory Group - Miami "We believe in keeping some of a client's portfolio liquid. Whatever a client's...
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