Aug 9, 2021
Weekly Market Commentary – 8/6/2021 -Darren Leavitt, CFA US equity indices forged new all-time highs on the back of an impressive Employment Situation Report and an upward S&P 500 price target revision by investment bank Goldman Sachs. However, the US...Jun 9, 2020
June 8th, 2020 Chadd Mason, CEO The Cabana Group Perception is Not Reality We have spent the past few weeks discussing the need to have a rules-based process in place that helps to take the emotion out of investing when markets appear to disconnect from what we...Apr 9, 2020
Millions of Americans have been directly affected by the coronavirus pandemic, from both a health and financial perspective. With thousands of businesses shuttering to slow the spread of the virus, approximately 10 million workers have filed for unemployment benefits...Mar 12, 2020
I believe you can grill all year round, whatever the weather. Though going by many of the complaints I see in Facebook groups about rain preventing play, it’s evident not everybody agrees. So in this article, I’m going to give you some guidance on how to master the...Jan 27, 2020
By Sarah Brenner, JD IRA Analyst The SECURE Act has upended the rules for inherited IRAs. One area the new law completely changes is the rules for successor beneficiaries. Here is what you need to know: Who are successor beneficiaries? The successor beneficiary is the...Dec 14, 2016
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Maura Curran is the owner of The Curran Law Firm in Jupiter, Florida. The Curran Law Firm areas of practice includes estate planning, asset protection, estate administration, trust administration real estate transactions, and title insurance.
To provide a greater service to her clients, Maura Curran created the Abacoa Florida Land Trust, LLC and is an authorized attorney title agent for Old Republic Title Insurance. Old Republic is a well-established company that works with Florida’s attorney-only title partner, The Fund. She is also a certified circuit civil court mediator.
Maura Curran is from Northeast Ohio and graduated from Kent State University and Cleveland-Marshall College of Law. She is licensed to practice law in both Ohio and Florida. Following law school, Ms. Curran was a law clerk in the Cuyahoga County Probate Court in Ohio. Maura then moved to Florida to work at a couple local law firms practicing real estate, probate, guardianship, and litigation. In 2009 she opened The Curran Law Firm.
Maura Curran serves her client’s needs with one-on-one, personalized counseling. Maura prides herself on her ability to truly listen to her clients and translate their visions and goals into a plan that meets their desires and expectations. Your initial estate planning meeting is complimentary and most of the firm’s engagements are based upon flat fees, agreed to in advance.
I am helping your neighbors with their insurance needs including:
Email Address: mobrien@healthmarkets.com
www.HealthMarkets.com/mobrien
2795 Egypt Rd.
Audubon, PA
(610) 812-3377
Rick Trenary Richard “Rick’ Trenary has been a Floridian since 1973. He and his wife, Diane are 28 year residents of Jupiter. Rick is a graduate of both Florida State University, (Class of ’77) and Florida Atlantic University,( Class of ’97). Rick spent many years in corporate accounting and tax preparation before entering the Health Insurance Industry. Rick brings that experience to our health insurance and senior products division.
The accounting, tax preparation, and health insurance professions have many similarities. Each provides much needed “Peace of Mind” when practiced by a competent, conscientious, and caring professional.
Email Address: Rick@PRGChoice.com
Phone: (561) 629-7820
Mark Grosshanten Mark has been working in the Senior Services Industry since 1988. He is a native of Collegeville, Pennsylvania and moved his practice to Jupiter, Florida in 1993 where he currently resides with his son, Connor.
Mark has had to deal with senior issues within his immediate family and has a real passion to develop a comprehensive financial plan for each client that will address their immediate goals and consider future plans as their dreams and financial goals evolve. Estate planning, tax planning and investment strategies with an emphasis on safety and preservation of capital are primary concerns.
Email Address: Mark@PRGChoice.com
Phone: (561) 629-7820
Brian Cooper is the dedicated in-house Reverse Mortgage Specialist for the Boca Raton branch of Finance of America. He has been originating federally insured Reverse Mortgages (called Home Equity Conversion Mortgage or HECM) since 2005. Brian prides himself in providing accurate information. It is all about educating his client, their family and advisors about a product that has many misconceptions. It’s heartbreaking when one makes a potential life changing decision based on inaccurate information. Because of that, please talk to Brian to get the facts. Making sure that the loan is the proper fit is most important.
Email Address: BRCooper@FinanceofAmerica.com
Phone: (561) 287-8243 Ext-2697
Joe O’Brien Joe and his wife Tina, have recently relocated to Jupiter. Joe is a graduate of Old Dominion University, (class of 76), where he was a member of the National Championship basketball team (75) Div. 2.
Joe began his career as a teacher for the Virginia Beach Public School System. Joe then spent the next 30 years as a real estate agent, broker, and investor. “Although this is a new profession for me, I can’t imagine anything more compelling!”. I’ve been so impressed with the PRG team, not just in their skills and expertise, but the care and commitment they have for their clients.
Email Address: Joe@PRGChoice.com
Phone: (561) 629-7820
Cell: (757) 513-5530
Terry Hutchens is a CPA and native Austinite. He spent his first 10 years with two Big Four accounting firms in Houston, Texas. Terry then returned to Austin and has practiced accounting and financial consulting for the past 20 years in Central Texas. For the past six years, Terry and Nathan have partnered to operate the firm, Hutchens & Sheppard, LLP. Nathan and Terry function as defacto CFOs for small businesses, individuals and families.
They guide all clients in the financial decisions that impact their state, federal and sales taxes, along with ongoing expenses and revenue generation. Their approach establishes the client’s financial net worth at first meeting and then creates a plan to sustain and enhance the client’s financial status. Terry says Hutchens & Sheppard, LLP is, “the foundation that controls the risk and reward factors for their clients”.
Email Address: terry@hutchensandsheppard.com
www.hutchensandsheppard.com
400 West Main, St 101
Round Rock, Texas 78664
512.217.4204 Mobile
888.686.6552 Fax
Parker is attending college and is interning at Senior Tax Advisors so that he can learn the business from his Father and brother. Parker’s primary goal is to become the Property and Casualty Specialist within the next 6 months.
Email Address: parker@ira-master.com
Phone: (512) 833-6557
Dalila moved to Texas in January 2020. Dalila joined our team this past tax season and helped Gerry complete 50% more tax returns than the previous year. Dalila Graduated from Indiana University South Bend in 2016 with a Business Degree. In the 5 years since her graduation Dalila has honed her skills and brings to our team her professional attitude and remarkable administrative knowledge.
Email Address: dalila@ira-master.com
Phone: (512) 833-6557
Ed Talley is a certified Senior Real Estate Specialist with over 13 years of real estate experience. He is currently the owner of Talley Real Estate, a real estate broker, and a certified residential specialist.
Email Address: ed@talleyrealestate.com
Phone: (512) 833-6557
Lisa Capriotti graduated from Gettysburg College in 2002 and went on to earn a Ph.D. in Chemistry from the University of Delaware. After that, Lisa completed a prestigious post-doctoral fellowship at John Hopkins University in biomedical engineering.
She then served six years in the US Navy where she became a lieutenant. Currently, Dr. Capriotti teaches chemistry part time at The Citidel: The Military College of South Carolina. She also works as an insurance specialist for Senior Tax and Insurance Advisors. Lisa has earned both her Series 7 and her Series 66 licenses and is qualified as a fully-licensed investment advisor.
Email Address: lisa.capriotti@gmail.com
Phone: (512) 833-6557
Susan has over 23 years experience as a full-charge bookkeeper in both the private sector and public accounting firms. She provides bookkeeping and payroll services to clients in various industries, which include healthcare/physicians, manufacturing, wholesale/retail, non-profits, law firms, restaurants, and entertainment. Susan’s accounting software knowledge includes QuickBooks, Peachtree, Business Works, Dynamics, Macola Accounting & Distribution, and PCLaw.
Email Address: susan@mybookkeepertx.com (www.MyBookKepper.com)
Phone: (512) 833-6557
Jimye is our company’s Financial Records Administrator. She recently retired after successfully completing 24 years of teaching (in Leander ISD and Albuquerque Public Schools). Prior to her teaching career, Jimye was employed as a Tax Auditor for the Internal Revenue Service.
Her formal education credentials include a MA in Educational Administration and a BS in Elementary Education (both earned at The University of New Mexico).
Email Address: jimye@ira-master.com
Phone: (512) 833-6557
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Gregory first began working in the financial services industry in 1982. He has been with Senior Tax and Insurance Advisors, PLLC since 2005. Gregory spends most of his days meeting with clients and helping them to understand (based on their individual wants and needs) at what age they should request receipt of Social Security benefits so as to maximize their Social Security retirement income.
Gregory’s mission is to make certain all of the clients with whom he meets continue to receive the personalized financial services and support they are seeking from STA.
