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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Mastering investment management

Welcome to the world of investment management, where we’ll decode the financial maze and make you feel like you just…

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What’s the difference between Wills and Trusts?

This week, we’re demystifying estate planning – the process that forces you to contemplate who’ll inherit your limited-edition, prized Beanie…

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Make saving money less painful

Have you ever checked your bank account and wondered if your money magically disappeared? It’s a common feeling many of…

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