By Maurice Stouse, Financial Advisor and Branch Manager
When an asset of any kind starts appreciating quickly, it gets a lot of people’s attention. Such has been the case with cryptocurrency. Many refer to it as Bitcoin. Bitcoin, of course, is just one of several crypto currencies available, but it...
Historically, the fourth quarter is one of the busiest times of the year for air travel. While this year is unpredictable, we do know more people are flying again. Whether for the holidays or a “workcation” – a blend of a longer-term work and vacation trip – air travel...
November 4-5 | Hilton Sandestin Beach Golf Resort and Spa
Don’t miss “The Next BIG Thing,” Walton Area Chamber’s two-day annual conference Nov. 4-5th at the Hilton Sandestin Beach Golf Resort and Spa. Tickets are $200 for chamber members and $250 for the public, with two-day passes also available for...
Exploring Uses for your Required Minimum Distribution Part II: The Qualified Charitable Distribution
Bay Life -
By Maurice Stouse, Branch Manager and Financial Advisor
As we approach the end of the year many of you will be needing to take your Required Minimum Distribution (RMD) from your retirement accounts. That must be done by Thursday, December 31st, 2019. You work with your plan provider or financial...
By Victoria Ostrosky
Janet and Sam had just enough time to hurriedly, with shaking hands, grab some framed photos, their laptops and changes of clothes. The police officer urged them to move quickly. With their adrenaline pumping like they had just run a sprint, they drove out of their subdivision,...
By Chris Balzar, ECES
If you are like most people, when your electric bill arrives every month, you place it in the “to pay” folder and open it later. When we do get around to opening the electric bill, we look at the amount owed; some sigh, some grunt, some...
By Matthew Vanderford, Claimology
Spring is upon us and soon the winter’s chill will be just a memory. Earlier this morning I went outside attempting to pause for a moment and enjoy the transition. I heard the birds chirping, the sounds of saws and construction – the sounds of progress...
By Victoria Ostrosky
Sophie was decorating her new condo on the beach and noticed a lot of her new neighbors were using golf carts to tool around the complex. They looked like fun. “Good morning, Tom! It is Tom, right? I’m your new neighbor, Sophie.”
“Welcome to the neighborhood!” said Tom....
By Joe Capers, Insurance Zone
Although the life insurance industry has adopted the campaign that September is life insurance month, it is my belief that every month is Life Insurance Awareness Month.
Recent market research done by LIMRA (Life Insurance and Market Research Association) shows that 36% of Americans plan to...
CareerSource Okaloosa Walton systematically began reopening its Fort Walton Beach Career Center on May 18th to serve those most impacted by COVID-19. Virtual services will continue to be provided online, by phone and email.
Initially, the career center will be open by appointment only, weekdays between 8 a.m. and 4...