When a lapse occurs, coverage ends, and your loved ones may no longer be protected if the unexpected happens. Here’s what you need to know.
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Hitting 40 is a major milestone — and it’s also a good time to take stock of your financial health. While everyone’s journey looks different, there are four smart financial goals that can help set you up for a stronger future.
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While a little indulgence is fine, your tax refund can also be a powerful tool for improving your financial future.
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We are thrilled to announce that Palm Beach Accounting and Financial Services has been named a finalist for Small Business of the Year at the Palm Beach North Chamber of Commerce 2025 Annual Leadership Awards!
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By midlife, you’ve likely heard plenty of financial advice — some helpful, some not. The truth is, everyone’s financial journey is different, and sticking to outdated myths can hold you back. Let’s debunk a few common myths so you can build a financial plan that actually fits your needs and goals.
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Estate planning is an important process that protects your assets and helps you prepare for the future. Wills and trusts are common estate planning tools. What is the difference? Does one make more sense for you, or do you need both?
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