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Category: Financial Planning

financial advisor winter garden fl

Financial Planning Case Study: Disney Leader in Their 40s

Are you in your 40s and a leader at Disney. If so, there are a lot of financial situations and considerations to evaluate. Thinking through these key things will help you make some decisions around various challenges and considerations you may face.

Disney 401k Investment Options, financial advisor winter garden fl

How to Understand the Disney 401k Investment Options

Understanding the Disney 401k investment options doesn’t need to be complicated. This overview gives Disney cast members all the basics to begin to make good investment decisions.

avoid paying taxes on 401k withdrawals

Can I Avoid Paying Taxes on 401k Withdrawals?

Many retirees plan to use a 401k to create income. Asking how to avoid paying taxes on 401k withdrawals is a great question. Here are some ways you can avoid or defer taxes on a 401k withdrawal.

how to retire with 2 million

How To Retire with $2 Million

Retiring with $2 million is a great goal to strive for. While it’s certainly a good amount of money, how far it will go depends on a few things.

How to know if you're mentally ready to retire

How to Know If You’re Mentally Ready to Retire

Thinking about retirement? It’s important to look at the financial aspect but you also need to understand how to know if you’re mentally ready to retire. Here’s how to evaluate your retirement plan for maximum happiness.

What to know about retiring to Florida

What to Know About Retiring in Florida

Retiring in Florida is a goal of many and for good reason. Understanding the nuances of the state will help you properly plan.

How to retire with 5 million

How to Retire with $5 Million

When you’re approaching retirement and thinking about retirement planning, how much money you have is a crucial factor. A plan to retire with $5 million directly impacts the type of retirement you can have and how you should think about achieving it.

how are 401k withdrawals taxed

How Are 401k Withdrawals Taxed?

How are 401k withdrawals taxed? It’s a common question but without a simple answer. A basic understanding of some of the factors can help.

how to retire with 10 million

How to Retire with $10 Million 

You’ve worked hard to retire with $10 million. Protect your wealth by focusing on five key areas.

what to do when inheriting a 401k

What to Do When Inheriting a 401k

Knowing what to do when inheriting a 401k doesn’t have to add stress to what is often a difficult situation. A few easy steps can help.