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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These are the best places to retire

This week, we’re exploring an exciting topic: the best places to retire. Every week, we dive into the details and…

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What age should I work with a financial advisor?

Why don’t financial advisors ever tell secrets? Because good investments are worth sharing! In all seriousness, deciding when to hire…

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How to turn a million dollars into six million tax-free

Building a solid legacy for your kids and grandkids is something many of us dream about. The trick is knowing…

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