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Read up on the latest and most important information you need to stay up-to-date with your financial situation.

5 Needs of Money – Liquidity

By Anders & Anders Financial Group | Mar 11, 2017

Liquidity is a unique need, because it’s not about the future – it’s about now. Why you may need liquid assets: 1) Emergency Funds 2) Payoff Bills 3) Travel / Leisure 4) Be able to help family and friends 5) Be able to invest in something at a later date Often times people overestimate their…

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Easy Money Podcast with Don Anders: Episode 5 – 5 Needs of money (Income)

By Anders & Anders Financial Group | Mar 9, 2017
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Easy Money Podcast: Episode 4 – Strengths and Weaknesses

By Anders & Anders Financial Group | Mar 3, 2017
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FRS DROP Payout Option 3 – The "Alaskan Cruise" Option

By Anders & Anders Financial Group | Mar 3, 2017

  The third FRS DROP payout option is the partial lump sum option, or as we like to call it the “Alaskan Cruise” Option.   This option is a combination of options 1 and 2. You let the FRS know how much you’d like to be sent to you as a distribution and the rest…

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Easy Money Podcast: Episode 2 – Being Sold vs. Being Advised

By Anders & Anders Financial Group | Feb 25, 2017
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Easy Money Podcast: Episode 3 – 5 Needs of Money

By Anders & Anders Financial Group | Feb 24, 2017
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DROP Payout Option 2 – The “Stop DROP and Roll” Option

By Anders & Anders Financial Group | Feb 17, 2017

The 2nd of the 3 FRS DROP rollover options is the 100% Rollover option. Our office likes to call it the “Stop DROP and Roll” option. This option is for anyone who doesn’t want to have a taxable distribution at the time of retirement. For most people, the year they retire will usually be the…

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FRS DROP Payout Option 1 – The "I Love Uncle Sam" Option

By Anders & Anders Financial Group | Feb 10, 2017

For those in the Florida Retirement System Deferred Retirement Option Program (aka DROP), there are 3 payout options when they separate from service. These payout options are elected on the DP-PYT form which is located in your DROP exit packet. The DROP exit packet is usually received 3-4 months before the retiree exits DROP. The…

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Easy Money Podcast: Episode 1 – Introduction and Promises

By Anders & Anders Financial Group | Feb 3, 2017
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The "A" Word: What Are Annuities?

By Anders & Anders Financial Group | Feb 2, 2017

The “A” Word: What Are Annuities? One of the most misunderstood investment vehicles are Annuities. A common statement I hear is: “I don’t like annuities” or “Annuities aren’t good investments.” I’m a firm believer that there is a time, place, and person for almost every investment, and most of these objections are based on people’s…

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