Category: Loan

  • Estoppel Charges Adjusted for Inflation

    Estoppel Charges Adjusted for Inflation

    Q: I recently requested an estoppel certificate from our homeowners’ association to confirm the dues and fees associated with my property in connection with my selling the home. When I received the bill, the amount charged was higher than the cap mentioned in the Florida Homeowners’ Association Act. Can they legally charge more than what…

  • The Do’s and Don’ts of Association Committees with Becker’s
Ken Direktor

    The Do’s and Don’ts of Association Committees with Becker’s Ken Direktor

    For more episodes of Take It To The Board, click here! Does your association have committees? Do you find them to be a helpful addition to association operations or a harmful “shadow board” with the potential to create liability for the association, its directors, and members? Host Donna DiMaggio Berger sits down with Ken Direktor, Chair of…

  • Tobias Financial Advisors Receives the 2024 NAPFA Excellence
in DEI Award

    Tobias Financial Advisors Receives the 2024 NAPFA Excellence in DEI Award

    We are proud to announce that Tobias Financial Advisors has earned the 2024 Excellence in Diversity, Equity, and Inclusion Award by the National Association of Personal Financial Advisors (NAPFA)! This recognition underscores our continuous commitment to fostering diversity, equity, and inclusion within our firm and across the broader financial planning community. At Tobias Financial Advisors,…

  • Monthly Market Update | May 2024

    Monthly Market Update | May 2024

    Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the S&P intra-year decline vs. calendar year returns.  Tap into Chad’s wealth of experience and analytical acumen, as he…

  • Get To Know Lonnie Sluchak

    Get To Know Lonnie Sluchak

    When you ask Lonnie Sluchak, CPA, to describe a unique detail about himself, he shares a surprising past. For seven years, Lonnie worked at Home Depot, immersing himself in the world of construction. But that’s not all; during his academic pursuits in accounting, Lonnie also ventured into the travel industry, working as a travel agent.…

  • Law Does Not Require Recording Rules

    Law Does Not Require Recording Rules

    Q: The board of my association recently passed a new set of rules. Do we have to record these in the county records for them to be enforceable? (G.W., via e-mail) A: The “recording” of a legal document involves filing it with the Clerk of Court in the relevant Florida county. The law does not…

  • The Benefits of “Umbrella Organizations” with Brickell
Homeowners Association’s President, Ernesto Cuesta

    The Benefits of “Umbrella Organizations” with Brickell Homeowners Association’s President, Ernesto Cuesta

    When it comes to community associations, joining forces under a voluntary “umbrella organization” often proves more beneficial than going it alone. Members reap the rewards of shared knowledge, vendor connections, advocacy, and educational resources. In this week’s episode of Take It To The Board, host Donna DiMaggio Berger sits down with Ernesto Cuesta, President of the Brickell…

  • Unlock the Future: Embracing Automation & AI

    Unlock the Future: Embracing Automation & AI

    Join us on Monday, June 3rd at 12:00 PM Eastern for Unlock the Future: Embracing Automation & AI webinar.  When: Monday, June 3rd at 12:00 PM EasternRegistration: Click here to register.  Cost: Complimentary  After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance. Source link

  • Individual Stock Risk

    Individual Stock Risk

    We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad is here to provide some extra credit by discussing individual stock risk compared to the risk associated with holding…

  • Celebrating Yesenia Realejo: HMHB 2024 Mother of the
Year

    Celebrating Yesenia Realejo: HMHB 2024 Mother of the Year

    We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers Healthy Babies Coalition of Broward County. This recognition is a testament to Yesenia’s unwavering dedication to serving families and children throughout Broward County with kindness, care, and generosity. Yesenia’s…