Financial Tips

Check out our weekly financial planning tips.

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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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How much money should you have to see a Financial Advisor?

Contrary to popular belief, you don’t need to be a millionaire to benefit from a financial advisor. While certain advisors…

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How much does it cost to speak to a financial advisor?

Wondering what it costs to get professional financial advice? You might be surprised—it’s more affordable and flexible than you think!…

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Expenses people don’t prepare for during retirement

Retirement is meant to be a time of relaxation and freedom, but unexpected costs can quickly derail even the best-laid…

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