As a result, the Congressional Budget Office estimates that individual income tax payments will be up 13.4% this year and the budget deficit will come in at roughly $1.5 trillion versus $1.7 trillion in Fiscal Year 2023. On that score, we are not as optimistic. Even as we write this, Congress is debating foreign aid measures that, whether you like the underlying policy or not, will, by themselves, boost the deficit.
Daniel Dowd started working in the financial service industry in 1986 as a Senior Vice President of Life Insurance and Mutual Fund Sales at AL Williams. He then pursued the opportunity to expand his business and worked for JW Charles Securities in Boca Raton in the early 1990’s.
Bonds
Wealth Management
We provide wealth management solutions for retired, pre-retired and Floridians involved in the Florida State Retirement System and the Deferred Retirement Option Program (DROP). We do this with comprehensive financial planning, insurance and investment advisory services through personalized service adapted to your own unique situation.
Daniel was recruited to work for Dean Witter in Lighthouse Point which later became Morgan Stanley. Daniel left in 2002 and started his own Independent Financial Group in Boca Raton. His expertise has helped many people with their IRA rollovers, pre and post retirement planning and helped families with a solution to replace working income in and throughout retirement.