Bobby Garon, Naples FL: How to Build a Retirement Paycheck You Can Count On
By Bobby Garon A retirement paycheck is something most people never think to plan for, even though they’ve been paid on a predictable schedule their entire working life. I talk with a lot of clients here in Naples, Florida who are focused almost entirely on hitting a certain savings number, as if reaching that number […]
Bobby Garon, Naples FL: What Golf Taught Me About Managing Risk
By Bobby Garon Managing risk is something I think about constantly in my work as a finance and insurance professional here in Naples, Florida, but some of the clearest lessons on the subject have come from a golf course, not a spreadsheet. I’ve spent a good amount of time on courses around Southwest Florida over […]
Bobby Garon, Naples FL: Insurance Basics Everyone Should Understand
By Bobby Garon Insurance basics tend to get avoided until something forces the conversation, a new house, a new baby, a scare that makes someone realize they never actually read their policy. Here in Naples, Florida, I sit down with people at every one of those moments, and I’ve noticed the same thing almost every […]
Bobby Garon: Banking Basics Everyone Should Understand
By Bobby Garon Banking basics sound simple on the surface, but I’ve noticed over the years that a lot of people go through life without ever really learning them. They open a checking account because a parent told them to, they stick with whatever bank is closest to home, and they never stop to ask […]
Why Budgeting and Financial Planning Go Hand in Hand
By Bobby Garon Budgeting and financial planning get treated like two different conversations most of the time, and I think that’s part of why so many people struggle with both. One feels like a chore you’re supposed to do every month. The other feels like something reserved for people who already have their money figured […]