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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Estate Planning Checklist

In life, there are tasks we all need to tackle, even if they aren’t the most enjoyable. Creating a proper…

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3 reasons you might never retire

Imagine this: you’re lounging on a beach, sipping a piña colada, with not a care in the world. Sounds perfect,…

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What are fiduciary standards and why do they matter?

In the world of finance, the term “fiduciary” often pops up in discussions about financial advisors, retirement plans, and investment…

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