March is here…..

For me, windy March is always a special month because both of my daughters were born in March. Coincidentally, even though I had moved twice, they were born three years apart in the same hospital and I was in the same hospital room for both births.

Two sisters: Lise hugging Dana

Now, the big shocker, at least for me, is that my oldest daughter, Lise, who also happens to be Bruce’s wife, just turned 60! How could I be old enough to have a 60-year-old? Bruce and Lise wrestled with how to best celebrate this momentous birthday with family and friends in addition to a trip to the Galapagos.

Bruce came up with a great and somewhat unique idea. Lise’s heartthrob as a young 10-year-old was Donny Osmond. Her Uncle Rick even took her to a Donny Osmond concert in Memphis. She never forgot the experience. She grew up watching Donny and Marie Osmond's shows on TV and still knows many of his songs. Bruce decided to celebrate Lise’s 60th by seeing Donny Osmond perform at Harrah’s in Las Vegas. Lise loved the idea. They invited Lise’s immediate family and her best friend (+hubby) since first grade to a weekend in Las Vegas to see the Donny perform. We even attended a pre-show meet and greet. There were 11 of us. It was a perfect weekend to be in Vegas.

The birthday party, wearing Lise shirts, with Donny Osmond (between Dana & Lise)

I hosted Lise’s birthday dinner at Wing Lei’s Chinese restaurant located in the Wynn. I highly recommend the restaurant, which I believe is the only Michelin-starred Chinese restaurant in the U.S. The service is top-notch, the food is authentic gourmet Cantonese, and it's beautifully presented.

One of the yummy desserts

While Lise enjoyed celebrating her 60th with memories of her youthful days, I’m now focusing on being a “longevity influencer.” My goal is to reframe the aging process, so we are comfortable with aging. The oldest-old (aged 85+) is the fastest-growing segment of the total population, doubling by 2036 and tripling by 2049. Many will be highly functional – think Warren Buffet. Much is written about the infirmities of aging, but my interest lies more in living an “able” life with purpose to the end. I, as well as many of you, are among the “oldest-old” who have been fortunate to be active and relevant as we aged.

For many years, I’ve been fascinated with studying longevity. I’ve visited and followed the findings of the MIT Age Lab as well as Laura Carstensen, head of the Stanford Center on Longevity. However, after my husband Roger passed away, I often wondered if there was something I could have done to prevent his death. Candidly, I probably couldn’t have done much. However, my regret and curiosity led me to realize how little I knew about how our bodies and environment change as we age. Most of us continue living and doing things the same as we did in our 30s and 40s. Maybe we are still too frugal. This is true whether it’s how we access medical services, the vitamins we take, how we take care of our skin, or the clothes we wear. Knee and hip replacements become common, and physical therapists become our best friends. Due to a lack of knowledge about aging, most of us are unprepared for managing it well.

My plan is to focus on helping our clients over 65 prepare for a fulfilling aging experience, beyond just financial confidence. Stay tuned! Feel free to reach out with any questions or concerns.

P.S. Happy Birthday to my daughter, Dana – today is her birthday!!

Sincerely,

Margaret C. Starner
Senior VP - Wealth Management
2333 Ponce de Leon Blvd. Suite 500
Coral Gables, FL 33134
305-461-6660

BARRON'S Hall Of Fame Advisor - Inducted in 2019
Barron’s 2023 Top 1200 Financial Advisor
Forbes 2024 BEST-IN-STATE Wealth Advisor list
Forbes 2024 Top Women Wealth Advisors
BARRON’S Top 100 Women Financial Advisors
Investment News - 2020 Lifetime Achievement in
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Nominees for the 2020 InvestmentNews Diversity & Inclusion Lifetime Achievement Award must currently be working as financial planners, registered representatives or registered investment advisers, or as industry professionals in a role that supports financial advisers. Judges will consider management, team development, achievement and a minimum 15-year commitment to fostering diversity and inclusion. InvestmentNews received about 130 nominations for the Diversity & Inclusions awards and selected 1 individual for the Lifetime Achievement award. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating nor is Raymond James affiliated with InvestmentNews.
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Barron’s Top 1,200 Financial Advisors 2024. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023, and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Barron’s Top 100 Women Financial Advisors (2024)
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. There were a total of 1,094 applicants and data points that relate to quality of practice included professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. This ranking is based upon the period from 03/01/2023 to 03/31/2024 and was released on 07/19/2024. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.
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