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…

READ FULL ARTICLE

Should I keep my money in a 401(k)?

Today, we’re diving into the age-old question: should you keep your money in your 401(k) or explore other options? Spoiler…

READ ARTICLE

What happens to my retirement accounts at 59 ½?

Welcome to 59½, where the only thing standing between you and your retirement funds is, well, absolutely nothing! But before…

READ ARTICLE

How inflation eats the money in your bank account

What’s the one thing out of your control that can devastate your finances? Inflation. Also known as the silent killer…

READ ARTICLE