Financial Tips

Check out our weekly financial planning tips.

couple with financial advisor in meeting

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…

READ FULL ARTICLE

This 1 change can earn you $1.4M

Planning your retirement withdrawals can feel like a game of Jenga, one wrong move and your savings could come crashing…

READ ARTICLE

How much should I have in my savings account?

Today, let’s tackle a question that often leaves people scratching their heads: How much money should you have in your…

READ ARTICLE

What happens to my money after I die?

What would you do if today were your last day on Earth? You’d probably want to spend it blowing your…

READ ARTICLE