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Category: Estate Planning

Financial advisor Orlando, fl

What Makes a Winning Financial Team?

Have a championship financial season every year by building a winning financial team. A few key players can help you stay on top of your financial game.

when do I have to take the required minimum distributions

When Do I Have to Take the Required Minimum Distribution?

Understanding the required minimum distribution rules and when you have to take it are essential to your financial planning.

How to talk to your family about aging

How to Talk to Your Family About Aging

Deciding how to talk to your family about aging doesn’t have to be difficult. These tips can help open the door to having the conversation.

Investing near retirement

How to Invest Near Retirement

As you get closer to retirement, you want to make sure you have a sound investment strategy. This process will help you map one out based on your financial goals and needs.

Financial advisor Orlando, fl

How to Protect Your Finances

What do a football player and your finances have in common? They both need protection. There is one key question to prepare for financially. What if?

How to pay for long-term care

How to Pay for Long-term Care

Aging is not the first thing people think of when they think about retirement. If not planned for, it can be a burden. Long-term care is inevitable for most of us. Learn the options for how to pay for your long-term care if the need arises.

Disney Cast Member Benefits - Legal Plan

Disney Cast Member Benefit – Legal Plan

If you are a Disney Cast Member, you may be eligible for an awesome employee benefit, access to legal services. You may think though, why do you need an attorney?