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

How to prepare for retirement within 5 years

Retirement is closer than you think, and those final five years are a critical time to get your financial plan…

READ ARTICLE

Financial strategies to beat inflation in retirement

Inflation is often called the “silent killer” of financial plans. It doesn’t make headlines the way a stock market crash…

READ ARTICLE

Is it worth paying a financial advisor?

When it comes to managing money, a financial advisor can make a world of difference—but is the cost worth it?…

READ ARTICLE