Karen Roberts - Wealth Manager

Life isn’t just about working and saving. It’s about enjoying the moments, experiences, and freedom you’ve worked hard for.

A thoughtful financial plan helps give you the confidence to live fully today while still preparing for tomorrow. 💚

Let’s talk about creating a plan that supports the life you truly want to live.
📞 561-437-6500
📧 [email protected]
📅 calendly.com/tefg-karen

For all the nurses we know….thank you for all you do!!

Just some advice in case you got stuck…

🚨 Spirit Airlines has Shutdown – What To Do NOW 🚨

If your Spirit flight has been canceled, the U.S. Department of Transportation confirms that several airlines are stepping in with rescue fares or reduced pricing for stranded Spirit passengers. Availability, routes, and deadlines vary by airline, so act fast.

What’s currently being offered:
✅ United Airlines – Special rescue fares reported for up to 2 weeks
Website: https://www.united.com
Reservations: 1-800-864-8331

✅ Delta Air Lines – Rescue fares reported for approximately 5 days
Website: https://www.delta.com
Reservations: 1-800-221-1212

✅ JetBlue Airways – Limited rescue fares in select markets
Website: https://www.jetblue.com
Reservations: 1-800-538-2583

✅ Southwest Airlines – Participating on select routes
Website: https://www.southwest.com
Reservations: 1-800-435-9792

✅ Frontier Airlines – Offering up to 50% off base fares through May 10
Website: https://www.flyfrontier.com
Reservations: 801-401-9000

✅ American Airlines
Website: https://www.aa.com
Reservations: 1-800-433-7300

✅ Allegiant Air
Website: https://www.allegiantair.com
Reservations: 702-505-8888

Important steps:
📌 Keep your Spirit confirmation number and payment receipt handy—some airlines may ask for proof.
📌 If you booked directly with Spirit, refunds may be processed automatically.

If not, contact your credit card company about chargeback rights for services not rendered.

📌 If you booked through a third-party travel site, contact them directly first.

🛳️ Cruise passengers:

If Spirit was your flight home, connect to ship Wi-Fi or see Guest Services immediately—don’t wait until you’re back on land.

⚠️ Most important:

Do NOT go to the airport until you have a confirmed replacement flight in hand.

U.S. Department of Transportation airline contact list:
https://www.transportation.gov/airconsumer/airline-consumer-contacts

Airline policies are changing quickly, so verify directly with the airline before booking.

Airline Consumer Contacts | US Department of Transportation As part of a continuing effort to ensure that guidance issued by the Office of Aviation Consumer Protection (OACP) is up to date, this webpage has been placed in archived status. Continued reliance on this page is not advised.

It’s easy to plan for the next trip, but your future deserves the same attention.

Taking the time to plan ahead today can help ensure you enjoy the lifestyle you want tomorrow with confidence and peace of mind. 💚

Let’s talk about creating a plan for your future, not just your next getaway.
📞 561-437-6500
📧 [email protected]
📅 calendly.com/tefg-karen

Women often juggle multiple financial responsibilities, from managing households to planning for longer life expectancies and career breaks.

That’s why having a personalized financial plan is so important. It’s not just about numbers. It’s about creating confidence, independence, and security for every stage of life.

You deserve to feel empowered and in control of your financial future.

Let’s talk about building a plan that supports your life, your goals, and your future.
📞 561-437-6500
📧 [email protected]
📅 calendly.com/tefg-karen

I just spent the last 10 weeks diving back into trusts—really getting back into the details of how they work and how they fit into an overall financial plan.

Honestly, it was such a great refresher.

One thing I’m reminded of again and again in this business… the learning never stops. There’s always something new—new strategies, new rules, new ways to better help the people we serve.

So I make it a point to learn something every single day.

Because if you’re not growing and evolving… what are you doing?

Retirement isn’t just about a date on the calendar, it’s about having the income and confidence to live the life you want.

A strong financial plan helps ensure your money works for you, so you can enjoy the future on your terms. 💚

Let’s talk about building a retirement plan that supports your lifestyle and goals.
📞 561-437-6500
📧 [email protected]
📅 calendly.com/tefg-karen

S & P 500 just hit record highs!!! Will it
Hold tomorrow??

Tax Day is here!

April 15 is more than just a deadline.

It’s an opportunity to reflect on your financial strategy. Filing is important, but planning ahead is what truly makes a difference.

Be proactive, stay prepared, and make your money work smarter for you. 💚

Let’s talk about your tax strategy year-round.
📞 561-437-6500
📧 [email protected]
📅 calendly.com/tefg-karen