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Continued Education

Commentaries on Common Questions

  • How the Cost of Life Insurance is Determined

  • How Your Credit Score Impacts Your Financial Future

  • The IRA Rollover: 10 Tips to Making a Sound Decision

  • Making the Most of Your GI Bill Benefits (service members)

  • Managing the Financial Impact of Unexpected Job Loss

  • Managing Money Through Grief: 10 Tips for Widows and Widowers

  • Survivor's Planner: How Much Would Your Benefit Be?

Glossary of Terms

  • Aging, Disability, or Long-Term Care (LTC)

  • College Savings

  • Healthcare Finance

  • Home Loans

  • Life Insurance

  • The purpose of life insurance

  • Types of policies

  • Mutual Funds

  • Professional Designations

  • Small Business/Entrepreneurs

  • Stock Market

  • Taxation

Parent Guides

  • Securing Your Child's Credit Future

  • Securing Your College Student's Credit Future

Spreadsheet Templates

  • Choosing a Credit Card

  • Monthly Income and Expenses (Cash flow sheet)

  • Moving Fund

  • Net Worth

  • Picking the Best Checking Account

  • Spending Plan

Important COVID-19 NY EXECUTIVE ORDER

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
(407) 351-3476
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6052 Turkey Lake Rd, Ste. 101
Orlando, FL 32819

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