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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...
How can I plan for Unexpected Medical Expenses
Medical emergencies can strike at any time, and the associated costs can be overwhelming. To protect yourself and your finances, it’s crucial to plan for unexpected medical expenses. By taking proactive steps and making informed decisions, you can better...
Want to retire comfortably? Use the Rule of 70 to Estimate how long it will take you to reach your Financial Goals.
For anyone wondering how to best plan for retirement, the Rule of 70 can provide invaluable insight. The concept can help investors understand both the power of compound interest and how long it takes for investments to double. Whether you’re a savvy investor...
What Happens to 401k when you Die?
How Does a 401k Work? A 401k is an employer-sponsored retirement plan that allows employees to save money for their future while deferring taxes on those funds until they are withdrawn in retirement. It also allows employers to match employee contributions up...
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