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How Long Will My Retirement Savings Last in Florida?
Retirement is a time to enjoy the fruits of your hard work and spend more time with your loved ones. But it also comes with some financial challenges. How do you make sure that your retirement savings will last as long as you need them? How much money do you need to...
Green Investing: How Financial Advisors Drive Real Estate Choices
Green investing has evolved from being a niche concept to a mainstream financial strategy. As the world grapples with environmental challenges, the spotlight is now on sustainable real estate choices, and financial advisors play a pivotal role in driving this shift....
Secure a Bright Future: How Saving Up for Education Planning May Change Your Life
In today’s competitive world, a good education is essential for the success and future of our children. As parents, it is our responsibility to ensure that our children have access to quality education that can open doors to numerous opportunities. However, the...
David D. Kassir Selected as One of 200 Fast Growing Advisors to Watch
Press Release: MIAMI, FL | June 22, 2023 With double the number of nominees this year from over 374 firms vying for the title. The criteria for selection included a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. The advisors...
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