Superfund Your 401(k): A Powerful New Strategy for 2025
As you kick off 2025 with fresh goals and plans, there’s exciting news for those approaching retirement. New legislation...
Read More
Don’t Let Taxes Ruin Your Generosity
Here’s a question that we’ve had asked a few times recently: Do you need to report or pay tax on financial gifts you...
Read More
Divorce Decisions: Mediation vs. Litigation—What’s Right for You?
No one says “I do” expecting to navigate the complexities of divorce. Yet, for around 30% of marriages, this reality...
Read More
Gifts That Matter: Ensuring Your Loved Ones Have a Will
A Unique Holiday Gift: Peace of Mind with a Will This time of year, we often think about gifts—especially for the...
Read More
The Compounding Holiday Gift: Setting Up a Roth IRA for Your Kids or Grandkids
Give the Gift That Grows: A Roth IRA for the Holidays With the holidays in full swing, finding the perfect gift can feel...
Read More
End-of-Year Tax Planning: Key Steps to Prepare for the New Year
Wrap Up the Year with Smart Tax Planning As the year winds down, it’s the perfect time to take a closer look at your tax...
Read More
Thinking of Downsizing? Here’s How to Simplify Your Life as an Empty Nester
Key Takeaways Start with a Financial Evaluation: Consult a realtor to understand your home’s value, potential...
Read More
Why Uninsured Motorist Coverage is Essential for Florida Drivers
Every driver in Florida needs to know about uninsured motorist coverage in Florida. Key Takeaways Uninsured Motorist...
Read More
Key Financial Numbers for 2025: What You Need to Know
The latest key financial numbers for 2025 were recently released. These updated figures play an essential role in tax...
Read More
How Shopping Your Medicare Plan Could Save You
Today, I want to dig into why reviewing your Medicare plan can be so impactful. While it might seem like just another...
Read More
Key Financial Moves to Consider Before the End of 2024
Can you believe it? Halloween is just around the corner, and before you know it, Thanksgiving will be here, followed by...
Read More
How to Prepare for Social Security Changes on the Horizon
Let’s address something that’s been on a lot of minds lately— Social Security. You’ve probably heard the rumors: the...
Read More
