Scheinkman & Scheinkman, CPA, PA and The Investment Center provide a full range of financial services to meet your accounting and investment management needs. Since our beginnings over 25 years ago, our team has been serving individuals, multi-generational families, and small business owners in the Southeast Florida area on a foundation of outstanding client service, a commitment to the highest ethical standards, and a passion for what we do. As we've grown from our CPA roots to include a full range of advisory services, our primary focus has always remained personally addressing the needs of every client.
To schedule a confidential meeting and learn how The Investment Center and Scheinkman & Scheinkman, CPA, PA can help you try and reach your financial goals, contact us today.The CPA licensure designation is regulated by the State of Florida.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
New Retirement Contribution Limits for 2023
A look at the new, record-high retirement contribution limits from the IRS.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.