The Partners Network

Helping you get from here to there…

The Partners Network- The Innovative Financial Solution Leader is dedicated to helping individuals, families, and businesses plan for their roads ahead and realizing their financial goals and desires.  Whether you are traveling down the retirement super highway or navigating the back roads of protecting your family, your business or your way of life, we are here to help.  Using our guided disciplined approach together we can help you get From Here To There.

We have offices throughout Florida - Boca Raton, Orlando, Sarasota and Melbourne. Through our offices, we provide financial services to our clients - each with unique financial needs. Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all that we do.

At The Partners Network, we embrace a team philosophy when working with our clients. Each representative is responsible for understanding his or her client's financial picture and for providing the appropriate resources to meet a wide variety of needs. Life insurance, disability income, annuities, mutual funds, and long term care insurance form the core of our product portfolio.

Our organization is comprised of a dedicated team of professionals with extensive experience in finance, insurance, and investments. Our behind-the-scenes group specializes in the areas of business continuation, retirement plans, estate conservation, compliance, along with pre- and post-retirement planning and individual insurance needs.

We encourage our clients to integrate existing relationships with their trustees, attorneys, accountants, bankers and other professionals to help ensure that our associates can take a comprehensive approach when creating their financial solutions.  We want to be sure that everything and everyone are working together and going down the road in the right direction. . .  So that you have total knowledge of everything that is “In The Box”.

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

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February 09, 2012 @ 10:43 AM

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