It’s the holiday season in Central Florida! Palm trees wrapped in twinkling lights, pink flamingos wearing Santa hats, and nightly “snowfall”—that’s Christmas in Florida! While most cities bundle up for winter, Central Florida transforms into a unique holiday paradise where you can wear shorts while sipping hot cocoa. From Disney World’s magical celebrations to local…
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President Lincoln penned these words in the middle of the civil war. While Thanksgiving had been celebrated for sometime and by other presidents, in the midst of division President Lincoln drew the American hearts towards giving thanks for the many blessings given during divisive times. Here is an excerpt: “The year that is drawing toward…
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Experience can be a painful teacher. I know I’ve made many mistakes throughout my life that have been more painful to learn from than others. Most people prefer to avoid learning painful lessons through retirement mistakes, so I put this article together. There are three common mistakes I’ve seen people make when it comes to…
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When is the right time to buy or sell a house? Is now a good time to buy? Is now a good time to sell? As a financial planner, I am often asked these types of questions. There is no definitive yes or no answer. However, I consider three factors to help clients determine the…
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As a Walt Disney Company employee, you might be surprised to learn that you could have access to a pension plan. This valuable benefit can play a crucial role in your retirement strategy. Let’s dive into the five essential aspects of the Disney pension plan to help you make informed decisions about your financial future.…
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By now, you may have heard that the Fed has cut interest rates for the first time in quite a long time. Many of my real estate friends are excited about this because they see it as a positive for the market. Based on the Fed lowering interest rates, I see three ways the real estate market could go.
It’s fall in Florida! While the temperatures haven’t entirely cooled off as much as we’d like, there is still plenty of fall fun around Central Florida. We’ve got corn mazes, pumpkin patches, parties, and decorations galore. The Newell Wealth Management team combined our favorite things to do into one jam-packed list that’s sure to put…
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We will all hopefully have some sort of Social Security benefit at some point. Understanding how those benefits work and how Social Security works in general is a pivotal component of proper retirement planning.
As a financial advisor, part of my job is working with clients to try and help minimize and mitigate the tax ramifications associated with their decisions. One of the most important is making tax-efficient withdrawals from their retirement funds.
There are three main ideas involved with tax-efficient withdrawals from retirement funds.
If you have a 401k, you’ve probably wondered at some point, how to go about potentially maximizing your contributions. Here are three tips and strategies for you that may help.
