• Title

  • News for Economic

    Monday, October 23, 2017
    http://www.treecefinancialgroup.com/blog/client-spotlight-art-visionary-bernice-steinbaum
    Categories: Arts and Culture, Human Interest, Economic
    Thursday, October 05, 2017
    A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.View our educational video now to review your options if you are not sure when, or even if, you should retire. David Treece, of Treece Financial Group, is an Accredited Investment Fiduciary® and has a decades-long commitment to providing financial and retirement planning to ...read more
    Categories: Economic, Education, Announcement
    Thursday, October 05, 2017
    According to a 2017 report from International Living Magazine, Mexico tops the list of places to retire abroad. Panama ranks second, followed by Ecuador, Costa Rica, and Colombia.¹  Many retirees consider moving out of the country in search of greater affordability, adventure, and a change in lifestyle. However exciting retiring abroad may sound, it deserves considerable planning.Things to ...read more
    Categories: Education, Economic, Announcement
    Thursday, October 05, 2017
    Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.View our educational video now to learn the key steps to consider if you are dreaming of an early retirement.   David Treece, of Treece Financial Group, is an Accredited Investment Fiduciary and has a decades-long commitment to providing financial and retirement planning to Miami’s LGBT ...read more
    Categories: Announcement, Economic, Education
    Friday, September 29, 2017
    By Meredith Tucker, CPA, for the Miami Herald Many South Floridians outside of the Keys were spared Irma’s direct wrath. Still, we find ourselves managing the fallout: days or weeks without power, sky-high piles of debris and business interruptions. Now it’s time to add income taxes to that list. Thankfully, the IRS offered expanded relief to victims of Hurricane Irma when it announced ...read more
    Categories: Economic, Announcement
    Friday, September 29, 2017
    Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income. Important ...read more
    Categories: Economic, Announcement, Education
    Monday, September 25, 2017
    The Small Business owner manages a kaleidoscope of tasks and challenges every given day.  Their tasks include client meetings, product delivery, marketing, finances, client service . . . and the list goes on.  Guess what?  Large and Mid-Corporate clients do the same thing – just on a bigger scale.  So what truly makes the Small Business client different?  One Size Does Not Fit All Articles ...read more
    Categories: Education, Economic
    Friday, March 24, 2017
    Q: Please share with us a bit of your personal background.A: South Florida has been my home for the last seven years and I’ve loved every minute of it. With its wonderfully diverse people, warm weather and beautiful beaches, every day is an adventure here. Prior to my move, I lived in Los Angeles California where I still have the majority of my Colombian/Peruvian family and many incredible ...read more
    Categories: Education, Economic, LGBT News
    Sunday, July 17, 2016
    At parties people I meet often say that they will call me when they have enough money to make it worthwhile to have a will.  In fact, everybody needs an estate plan, whether or not it is done with a lawyer. Here are the components of an estate plan:  Health Care Directive and Appointment of Health Care Surrogate These are the documents that appoint a person to make decisions regarding your ...read more
    Categories: Chamber, Community, Economic, Fun Facts, Education
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