Financial Tips

Check out our weekly financial planning tips.

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LATEST ARTICLE

What are 401(k) catch-up contributions, and how do they work?

If you’re turning 50, it’s time to celebrate! But it’s also time to take a serious look at your retirement savings. The good news? The IRS allows you to contribute an additional $7,500 annually to your 401(k) or similar retirement plan through “catch-up contributions.” This Miami Financial Planning article will guide you through what catch-up…

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What is a 1031 exchange?

Today we’re introducing yet another financial term (we know, there are so many) called a 1031 exchange, which is a…

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You should replace your annuity

Today, we’re going over why you should love and hate annuities at the same time. Annuities over the years have…

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Can I afford to get a Rolls Royce on my 65th birthday?

Everyone has that one thing they’ve always wanted their entire life. What’s yours? Maybe a Rolex watch or a closet…

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