Merrill Lynch Wealth Management explains the uses of and limits to this popular education savings tool. Millions of Americans use 529 plans to sock away money for their kids’ and grandkids’ education. They are popular, in part, because of the tax benefits they can provide: withdrawals, including any earnings, are federal, and possibly state, […]
-Read MoreMerrill Lynch Wealth Management suggests strategies to help you meet your retirement needs. Pension income, investments, a 401(k) account: All those potential resources can provide you with a solid foundation for retirement. But how do you develop a strategy for drawing them down in a way that will see you through retirement? “Your approach will […]
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Corporate Planes flying into Fort Lauderdale Executive Airport are welcomed to the beautiful Key West style Banyan Air Terminal where friendliness is the norm and pilots can expect top-notch service. Behind it all is Don Campion, a South Floridian who was raised in Nigeria by missionary parents. A family man with a heart for community, […]
-Read MoreEven if you are juggling other financial goals, here are some steps from Merrill Lynch Wealth Management to help you get back on track. YOU ARE BUSY WITH YOUR CAREER, maybe buying a home, having kids, saving for college — even starting a business. It is the stuff of life — and retirement often takes […]
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When Walmart Vice President and Regional Manager Elise Vasquez-Warner was transferred from the South Florida region to the Orlando area just over a year ago, she found a supportive network of like-minded professionals at Lifework Leadership in Orlando. With teaching from nationally-known speakers, case studies with prominent business people, literary discussion and practical life […]
-Read MoreFew business owners exemplify “paying it forward” as extravagantly as Bill Feinberg, of Allied Kitchen & Bath. His company’s designer showroom was built to host community events, with a working kitchen often utilized by celebrity chefs and a grand staircase that becomes center stage. Since Bill and his brother Joe founded the company in 1984, […]
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When you think of leadership, you need not look further than South Florida’s Pastor Bill Mitchell, who has firmly established BocaLead, LauderdaleLead and now MiamiLead, bringing Christian values into the workplace. We had the chance to spend some quality time with Pastor Mitchell at Boca Raton Community Church recently for a sit down question and […]
-Read MoreAfter building the very successful healthcare technology company, Mobile Help, Elias Janetis is now helping consumers squeeze the most out of their paychecks by launching a new company aptly named SQUEEZE. While both companies utilize technology to benefit others, Janetis said there’s really no intersection except that he believes both ideas were inspired by God. […]
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In reflecting on legacy, John Kassing, CEO of Marquis and a Lifework Leadership alumnus, said “Our children will be the living testament to who we are; they are our legacy.” His wife, Susan Kassing, a Lifework Leadership Coach and alumnus, agreed, “The most important job on the planet is parenting.” Because they wanted their adult […]
-Read More“Do you remember these businesses?” a trending post asks on Facebook as readers reminisce about popular South Florida mainstays that went the way of the dinosaurs. Sustaining a business for the long haul can be daunting, and the statistics for family businesses are not particularly optimistic. “About 30 percent of all family-owned businesses survive into […]
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