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…

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Have a healthy relationship with your credit card

The ever-present plastic in our wallets, the beloved and dreaded credit card, has a special place in our hearts and…

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Let’s talk about long-term care

This week we’re talking about the un-fun topic of long-term care, because we have to! Long-term care planning is like…

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How do I calculate my retirement?

Have you ever thought that calculating retirement expenses feels a bit like trying to read a different language? Those numbers,…

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