What’s on our mind at TORTUGA FINANCIAL? You can read about here in our blog. Whether it’s ideas from the industry, emerging trends, or frequently asked questions from clients, you can find it here. And once in a while, we may throw in some fun tidbits or some other surprises. So keep checking in. We’re glad to have you reading along.
If you were ever wondering about the concept of a checklist and how it began, then we can enlighten you. The story starts with the Boeing B-17, also known as the 'Flying Fortress', a four-engine heavy bomber developed in the 1930s for the URead More
Today marks our 13-year anniversary affiliated with LPL Financial.Read More
Here’s a summary of Secure 2.0 passed by Congress and changes the IRS made to contribution limits for 2023. If you like robust reading packed with financial details, then this is for you and you can contact us if you have any questions.Read More
Today marks our 8 year anniversary LPL Financial affiliation. There are so many things that have shaped the last eight years of my practice. Please take a look below of what we've learned, what we've done, and how we are improving our...Read More
At Maynes IM, we are always looking for ways to improve the client experience and recently we invested in a tool that makes our tails wag furiously. The tool is called Redtail. Redtail is software which provides us the ability to...Read More
All too often, we have seen first-hand clients who are going through or have recently gone through a challenging divorce. Helping them organize their newly-single financial situation and ultimately charting a course for retirement is...Read More
One of the most frequent questions we are asked by clients approaching retirement is, “How do I take retirement income and where should it come from?” It’s an extremely common question and let me tell you why. In the...Read More