Financial Tips
Check out our weekly financial planning tips.
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…
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…
What type of financial planner are you?
Forget introvert vs extrovert, what type of financial planner are you? In the realm of financial planning, individuals often fall…
Don’t accidentally disinherit your kids
Disinheriting your kids by mistake is like accidentally spilling wine on the family heirloom—it’s going to make for some tense…
The hidden tax benefits of charitable giving
Choosing between tax evasion and charitable giving? The latter lets you feel like a hero without the pesky ankle bracelet….