Tom McDermott

Tom McDermott

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Financial Planning, Wealth Management, Insurance Planning life and disability insurance) as well as retirement and investment planning.

Work with families and individuals, in all age ranges, for financial protection through insurance products (i.e. Areas of focus are for those just starting out and want to accumulate wealth, and pre/post-retirees for income distribution in retirement. Also work with small to medium sized businesses for group insurance plans and business continuation/succession planning. Insurance and Financial Pro

Managing an Inheritance 06/05/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

Monthly Market Insights | May 2026 06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | May 2026 Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Why Medicare Should Be Part of Your Retirement Strategy 06/03/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy.

06/01/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

www.keyvaluewealth.com

Social Security: Five Facts You Need to Know 05/29/2026

Here are 5 facts about Social Security you absolutely need to know.

Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.

Stop Wasting Money 05/27/2026

\$100 not spent is more like \$143. Intrigued?

Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.

The Most Overlooked Item of Any Home Improvement 05/25/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.

Trends in Charitable Giving 05/22/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The Rule of 72 05/20/2026

Do you know how long it may take for your investments to double in value?

The Rule of 72 Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Risk Perspective 05/18/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Risk Perspective Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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601 Heritage Drive, Suite 223
Jupiter, FL
33458

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 1pm