Austin Frye Featured In New Ch. 10 Interview
"Rethinking Retirement" | |
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| Honors | |
Austin Frye named as one of the top
150 Financial Advisors
in the Nation
Click magazine for
award details
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When Being Obsessive Is A Good Thing....
Organizing Your Financial Records
| |  When it comes to completing a task, some of us live by the Jeffersonian canon of conduct, "Never put off till tomorrow what you can do today." Others of us seem to prefer the "better reading" of this canon attributed to Jefferson's vice-president, Aaron Burr, "Never do today what you can put off till tomorrow." YOU know who you are! (Jefferson's veep is, of course, better known for killing Alexander Hamilton in a duel.)
Read Jefferson's Amazingly Relevant List Of Canons of Conduct
Regardless of where you fall on the procrastination spectrum, the time to organize all of your financial records and to ensure your parents' records are organized is NOW.
All of the various account statements, insurance policy records, ownership titles and estate planning documents that represent your or your parents' financial lives need to be easily accessible to family members at all times. At the time of a parent's or a spouse's passing, as we have seen first hand time after time, having organized records in one location can save needless stress and expense, and ensure all proceeds and assets are passed on as they were intended to be.
Having disorganized records, on the other hand, can lead to family members incurring needless fees and spending months locating missing documents and information. In some cases, missing records can lead to unclaimed assets or insurance proceeds. At our office, we, as do many CERTIFIED FINANCIAL PLANNER's™ provide an organizing binder with sections for each type of record and document, as well as an online vault system where all records can be scanned and saved.
The following article provides a comprehensive guide to what you need to have on hand and how to keep all records in one convenient location
25 Most Important Documents
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Social Security Projections Made Simpler
| |  Finally, one of the most challenging and confusing aspects of projecting your future retirement income has just become accessible and manageable. You can now go online to check your social security statements and to estimate the future benefits you will receive based upon the age at which you elect to retire and other factors.
7 Tips For Using Online Social Security
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Danny Boy,
Where Have The Years Gone?
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 Does this mean we have to finally stop fantasizing about Dan Marino coming back to save the Dolphins? In a move that may seem unsettling to some, our very own Hall of Fame quarterback recently signed on as an ambassador for AARP!
Marino explained in a recent interview that he is now committed to spreading the message that life can be meaningful after 50 and that retirement can be the time to think about the NEXT you. Read more________________________________________________ |
| Frye Financial Community Involvement | | |
Over the past few months, every Wednesday morning, Austin Frye welcomed the students of the Doresh School for boys with learning disabilities into his conference room. There he taught them a "Money and Investing" course complete with entertaining PowerPoint presentations, to impart to the young men the importance of basic financial skills in becoming independent adults and in being able to participate in the business world.
Last week they were treated to a breakfast party to celebrate their completion of the course. Congrats to our wonderful Doresh students.
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Client Corner
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An Impressive Appointment...
 Over the years, the prominent intellectual property law firm, and longtime client Lerner Greenberg Stemer LLP has prosecuted patents for several of the world's largest multi-national corporations, large and small domestic corporations and private individuals.
We recently learned that partner, Werner H. Stemer, originally from Austria and now a recognized expert in intellectual property law, was appointed as Honorary Consul for Austria in 2009. He now serves as the head of mission of the Austrian Consulate Miami.
Joe's Stone Crab Makes "World's Best" List
In a recent list of the top five iconic experiences, our longtime client, Joe's Stone Crab came in 2nd behind Boston's Fenway Park.
While this is quite impressive, our vote goes to Joe's for 1st place!
World's Best Iconic Experiences
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