Edelman Financial Engines
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Nearby finance companies
Concord Terrace, Sunrise
Glades Road
33434
33434
W Palmetto Park Road
Powerline Road
Beracasa Way
W Palmetto Park Road
W Palmetto Park Road
7000 W. Palmetto Park Rd Ste 306
Nearby accountants
Concord Terrace, Sunrise
Glades Road
Okeechobee Boulevard, West Palm Beach
Glades Road
Windsor Wood Court
E Broward Boulevard
Nearby realtors & realty services
Glades Road
Glades Road
33434
33431
Glades Road
Glades Road, West Boca Raton
Nearby law practices
Glades Road
Glades Road
Glades Road
Glades Road
Glades Road
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course.
The Edelman Financial Engines office in Boca Raton is here for you, serving Miami and points north, including Pompano Beach and Fort Lauderdale. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Required minimum distributions mean you’ll need to start withdrawing from certain retirement accounts. How you do it can affect your taxes and income.
RMDs are like pickleball: Eventually, everyone starts talking about them.
10/30/2026
You: Haven’t had a chance to make an estate plan.
Also you: Just cleared your calendar to binge the new season of your favorite show.
Lack of time isn’t really what holds people back from stuff like writing a will. More likely, it’s the feeling that you have decades to get it done … or the overwhelming weight of your own mortality.
Financial planner Ted Borowiak gets it. In this must-listen Money on Your Mind podcast episode, he talks with host Michael Liersch about what holds people back from estate planning and how you can up your will-power (get it?).
Listen now 🎧 https://ow.ly/UNr351011xZ
"What's the biggest mistake you see people making with their money today?"
That's the question we ask every planner, each episode. In their responses, maybe you'll recognize a habit of yours. But that's no reason to panic—mistakes are how we learn in life, including in finances. Catch episode 39, a special compilation with host Michael Liersch, to hear what's tripping people up, and how to get on a better path.
Available on Spotify, Apple Podcasts, or YouTube.
https://ow.ly/b6O351025aN
10/29/2026
Will your Medicare decisions ever end? Maybe not, but according to Ari Parker, author of It’s Not That Complicated, it’s (spoiler alert) … not that complicated.
He’s got a great take on how to approach your Medicare options after your initial enrollment: Just think of it like a relationship. 🫶
Find out more: https://ow.ly/MbjK50ZXeqz
Is it true financial planners don't want you to spend money? As financial planner Mark Cano knows, plenty of people are too afraid to spend what they've earned, even if they can afford it. In episode 40, Michael Liersch talks to Mark about how our emotions drive our behavior, sometimes to our detriment.
Available on Spotify, Apple Podcasts, or YouTube.
https://ow.ly/pbCR5101sj2
Whether you’ve already claimed benefits or are still deciding, it’s important to understand how Social Security fits into your broader retirement income plan.
We’ll make it easier to understand than that pesky self-checkout machine.
The beneficiaries you name for an account will override anyone named in your will. Is that a surprise? Then catch Michael Liersch's conversation with Rodney Weaver on episode 38 of Money On Your Mind. Rodney is our Head of Estate Planning and brings 20 years of experience to the mic—and plenty of stories about what can go wrong when details slip through the cracks.
Also available on Spotify, Apple Podcasts, or YouTube.
https://ow.ly/CzEJ51010l7
10/23/2026
Lots of things to consider as you cast your vote in the November elections, but here’s one you probably don’t need to think about: your portfolio.
The truth is that over the long term, the markets historically don’t really care who wins. 📈
Don’t believe it? We pulled the numbers for you 👉 https://ow.ly/yVcm50ZV3Fp
Elections and Markets: What Decades of Data Reveal About Investing Learn what decades of market history say about elections, volatility and investing – and why long-term discipline often matters more than political outcomes.
For many people, full retirement age is getting close. It can be a good time to think about how Social Security may fit with your broader plan.
The right timing depends on your broader financial picture.
10/22/2026
Less than 25% of American adults have a will, according to a Caring .com 2025 survey.
Yikes.
You can avoid writing a will, but your family won’t avoid the fallout. 💔
The truth is, if you could see the impact that dying without a will could have on your loved ones, you’d probably do it today. So why wait?
Get more info on what happens if you die without a will 👉 https://ow.ly/fzmH50ZXeuT
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Telephone
Address
7900 Glades Road, Suite 310
Boca Raton, FL
33434
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
Other Boca Raton finance companies
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Rubin Wealth Management Group of Wells Fargo Advisors
1675 N Military Trail
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With decades of experience, Noah works closely with you & your family to guide the investment & planning process with clarity and care. Over time, he becomes a reliable presence - ...
Christina A. Karas, Vice President / Investments - Stifel
2650 North Military Trail, Suite 400
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Glasband Stempel Wealth Management Group at RBC Wealth Management
5355 Town Center Road, Suite 800
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Our business is your family. And our commitment to protecting your principal and providing security
Palm Wealth Partners
7100 West Camino Real Suite 302-1
Boca Raton, 33433
At Palm Wealth Partners, we create personalized financial strategies that are intended to help you achieve peace of mind and the retirement you've earned.
GoldStreet Holdings Limited Partnership
2255 Glades Road , Ste. 324A
Boca Raton, 33431
GoldStreet Holdings Limited Partnership’s mission is to provide High Net Worth Retail investors access to private, highly lucrative investments that typically only exist for Wall S...
Matthew Olsen - Northwestern Mutual
1515 S. Federal Highway, Suite 208
Boca Raton, 33432
As your Wealth Management Advisor, my team and I will listen, clarify and help prioritize your goals and aspirations. This is essential before developing a personalized financial ...
Edatapay
20423 STATE Road 7, SUITE F6/524
Boca Raton, 33498
Helping businesses save money on credit card processing, POS systems, and payment solutions.
Kendra J Rivers, Loan Broker - Broker # 66572
980 N Federal Highway Suite 110
Boca Raton, 33432
Here at Rivière Capital, we offer Funding for Real Estate Investors and Business Owners
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