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Friday, November 13, 2020

Pharmaceutical sales can be a lucrative and rewarding career. After working with numerous pharmaceutical sales representatives at Match Point Financial, I’ve learned there are some unique challenges they have to overcome with...

 

Tuesday, October 20, 2020

If you want to succeed in investing, does it take a set formula or skill and talent? Either way, investing can seem intimidating and overwhelming. But you don’t have to just cross your fingers and hope for the best. Whether you...

 

Monday, September 14, 2020

When election season rolls around, you often hear plenty of campaigning around the topic of our economy. It’s not uncommon for candidates from all sides to make promises to decrease unemployment, cut taxes, increase GDP, and so...

 

Friday, August 7, 2020

Working as a rep for a pharmaceutical company can be a lucrative career that provides a comfortable life in the present and can provide for a comfortable life in retirement. Most pharmaceutical reps don’t take that for granted...

 

Thursday, July 2, 2020

Have you ever been hacked? Whether it’s your email or fraud on your credit card, it’s deeply unsettling to know that you are vulnerable to others stealing your identity or accessing your information. Unfortunately, as we...

 

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Wednesday, June 3, 2020

You’ve chosen a great career field with many opportunities to earn money. But are you using your income wisely? A common thought process is that when you make a substantial salary, you do not need to track your finances as much....

 

Monday, May 11, 2020

Are you wondering if there is anything you can do about your 401(k) that would curb some of the loss? If you answered yes, rest assured that some things are still in your control. This is a perfect time to reassess and follow through...

 

Monday, March 30, 2020

If you’re like most Americans, you’ve suddenly found yourself spending all your time at home. What to do with these extra hours? Well, it turns out that social distancing and spring cleaning are occurring simultaneously...

 

Friday, March 13, 2020

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like...

 

Friday, March 6, 2020

It seems like each generation is growing up in a more hostile world than the one before it. This only increases the difficulty of parents’ challenge to allow children to make their own mistakes. Did you know that 74% of parents...

 

Wednesday, February 26, 2020

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days....

 

Thursday, February 6, 2020

Another year is in the books, which means there’s been plenty of analysis and predictions of what’s to come. We said goodbye to 2018 with a difficult December where the market dropped drastically due to recession worries,...

 

Monday, January 6, 2020

There’s no doubt that 401(k) accounts are an incredible asset to help you reach your retirement savings goals. These employer-sponsored savings plans offer a tax-advantaged way for you to save, often with matching contributions...

 

Tuesday, December 3, 2019

This year (and decade!) is quickly coming to a close, and if you’re like most Americans, you spend the month of December neck-deep in Christmas parties, shopping for gifts, and planning for travel. You might think that managing...

 

Wednesday, October 30, 2019

One of the major perks of being an employee in a management position is that it’s common for your compensation to include much more than just your salary. In addition to receiving the standard healthcare and other benefits that...

 

Saturday, October 12, 2019

A lot of people think that if you earn a lot of money, you have it made. But, as the latest Adrian Peterson headlines show us, a large paycheck does not give you immunity from financial troubles. The secret lies in the decisions you...

 

Monday, September 9, 2019

When is the last time you gave any thought to what would happen to your family if you died today? Would your burial and final expenses cause them financial distress? Would your children still be able to go to college after losing the...

 

Thursday, August 8, 2019

One thing I love about Ocala, Florida, is the food scene. It seems there are always new restaurants popping up in the area. And while I do love trying these new places, there are a few favorites I find myself going back to time and...

 

Tuesday, July 9, 2019

Do you worry about having enough money for retirement? Do you feel overwhelmed by investment management? Do you desire to make smart choices with your money and feel confident about your decisions? Even successful medical and...

 

Tuesday, June 11, 2019

The thought of retirement can often conjure up conflicting emotions. While you feel excitement about more time with family, long days at the golf course, or venturing off to your ideal travel destinations, you also worry about...

 

Thursday, May 16, 2019

When you begin to mingle the various aspects of your life with someone else, there are a number of things that can be hard to successfully blend, and your bank accounts can definitely be one of them. Maybe you and your significant...

 

Friday, February 8, 2019

How are you doing on your New Year’s resolutions? Hopefully you aren’t part of the 80% of Americans who discard their resolutions by February, (1) but if you are, remember that there’s nothing magical about January...

 

Friday, December 7, 2018

The markets took a big dip early this week, reacting to fears of potential trade wars and an economic slowdown. After the Dow lost nearly 800 points, investors are understandably nervous. If you are worried about your retirement...

 

Wednesday, December 5, 2018

A financial advisor can play one of the most prominent roles in a person’s life. As your financial advisors, we understand the importance of forming a long-lasting relationship in addition to providing reliable counsel. You would...

 

Tuesday, October 30, 2018

What’s your money personality? Do you get excited at the thought of updating your budget and checking your portfolio, or do you avoid your accounts at all costs and just hope for the best? If you said yes to the latter, you...

 

Thursday, October 4, 2018

The golden rule for whether you need life insurance or not is fairly straightforward. If someone depends on you financially, you should have a policy in place. Not only do many people not have a life insurance policy, but many that are...

 

Tuesday, July 24, 2018

For many people, investing and financial planning can seem like a tennis match. There’s a lot of back and forth until you either win or lose. At Match Point Financial, our goal is to simplify wealth management and provide a...

 

Tuesday, July 17, 2018

I have always loved the game of tennis, but even at a young age, I knew that wasn’t my intended career path. I knew I wanted a job that allowed me to help people. After graduating from the University of Central Florida, I made...

 

Monday, December 18, 2017

I love spending time outdoors, playing tennis, paddle boarding and more. I became an advisor with a sense of purpose around helping other people achieve their financial goals prepare for a meaningful retirement.

 

Monday, December 11, 2017

Two things that I love in life, tennis and retirement planning. Here are five things you can take from one and apply to the other. It’s not a break unless you hold serve. Just as in tennis, if you make a great investment that can...