In the wealth management field, there’s considerable focus on preparing the next generation for a transition of wealth, but spouses are likely to experience a transition first. Discussion of the “great wealth transfer” estimates that $30 trillion will be inherited over the next 30 years, according...
Here at Howard Kaye, we’ve walked our clients through all kinds of estate planning scenarios. Recently, we helped a new retiree establish a series of trusts and start the process of moving assets inside. Her concern was simple: when she passes away, she doesn’t want...
Clinton plans to tackle three controversial issues if elected, and it could have a notable impact on your wallet. Believe it or not folks, we're nearing the home stretch. After beginning with nearly two dozen prospective presidential candidates from both sides of the political aisle more...
Uber uses technology to disrupt the taxi business and Airbnb is using it to disrupt the hotel field. Now, Austin-based Dropoff has arrived in Miami and Fort Lauderdale with technology to disrupt the delivery business. The company already has some big names clients – Whole Foods, Neiman...
Leading Brazilian hotelier and restaurateur is making the revitalized Shore Club his first U.S. project Rogerio Fasano is promising something a bit different from the typical South Beach hotel at the transformed Shore Club. Fasano, who operates nearly 20 restaurants and four hotels, doesn’t want to bash...
Marlins President David Samson isn’t afraid to say what’s on his mind David Samson has a philosophy that people with informed opinions should speak their minds—which resulted in one of the most entertaining interviews in the history of CEO Connect. He is celebrating his 15th year as...
Automotive dealer Phil Smith says “education is the great equalizer” and is backing that up with a $5 million gift that will put his name on the main tower at the Florida Atlantic University School of Business. The Phil Smith Center for Free Enterprise will support...
An Air Force reconnaissance plane found some tropical storm winds in a wave that could hit South Florida this weekend. The National Weather Service estimated that the Invest 99-L wave, which was approaching Puerto Rico on Wednesday, has an 80 percent chance of turning into a...
A new project in Wilton Manors is symbolizing a series of trends both locally and nationally. Carrfour Supportive Housing is planning 48 residential units on the ground of The Pride Center in Wilton Manors, which fits in with how South Florida developers are getting increasingly creative...
Mimic these actions, and it could have a huge positive impact on your finances. According to the U.S. Census Bureau's world population clock, there are currently more than 7.3 billion people on the planet. Among those more than 7.3 billion people sit just 1,810 billionaires with...
