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 do I need to retire?

Retirement planning is a crucial aspect of financial stability and peace of mind. Determining the amount needed to retire comfortably…

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What’s the difference between an investment advisor and financial advisor?

When planning your financial future, it’s essential to understand the roles of different types of advisors. Today, let’s break down…

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I’m 60 years old with $1,000,000… can I retire?

Imagine the day you officially hit $1 million in retirement savings—woo-hoo! But is everything truly set? While reaching a million…

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