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Don’t Stop with Bright Futures When Paying for College

Florida is a state lucky enough to benefit from the state-wide merit scholarship known as Bright Futures. Just recently, the state expanded the program, and now there are two main forms of the award known as the Florida Academic Scholarship (FAS) and Florida Medallion Scholarship (FMS). These awards are given out based upon achieving a …

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Is Your Financial Advisor a Fiduciary?

By Adam Oerther, CFP® After writing my last blog post about lessons to be learned from the Great Recession, I realized I missed the opportunity to shed light on a fascinating trend currently going on in the financial advisory industry—the shift toward fiduciary advice and investment management. This trend gained national attention back in 2016 …

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Forbes Names Allan Cohen One of Florida’s Top Advisors

Have you heard the news? Allan Cohen, CFP®, and CEO of B&C Financial Advisors was ranked North Florida’s #30 top wealth advisor according to Forbes’ Best-In-State Wealth Advisors list. Over 3,000 advisors across the country were chosen for this list out of almost 30,000 nominees. Forbes looks at a number of requirements to compile their …

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Ten Years On: Four Personal Finance Lessons Learned from the Great Recession

By Adam Oerther, CFP® Officially, the “Great Recession” was the period between December 2007 and June 2009 when the U.S. economy contracted by 4.2%. Over 8 million jobs were lost, and unemployment rose to 10%. Many who bought homes in 2006 and 2007 suddenly found themselves “underwater” in their mortgages (owing more on their homes …

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How to Save $10,000 on College Expenses

The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This means the government is willing to grant ten thousand dollars (over four years) of tax credits to every qualifying student. If you have three kids, this equals $30,000 of college …

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