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Category: Financial Planning

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?

When should I take social security

When Should I Take Social Security?

When to start taking social security is a big decision for many. Evaluate these 4 things to help you choose the best timing for your situation.

How to best give money

How to Maximize Charitable Giving

When it comes to charitable giving, cash is not always king. Here are 3 ways to maximize your charitable giving in a financially smart way.

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.

How much income do I need to retire

How Much Income Do I Need to Retire?

Plan ahead for your retirement income needs with these 3 easy steps. When completed, you will have a baseline number for the amount of income you will need in retirement.

How much money do I need to retire

How Much Money Do I Need to Retire?

The amount of money you need to retire is highly debated. The truth is, it’s different for everyone. These 5 steps can help you plan the right amount for your specific situation.

When Can I Retire

When Can I Retire?   

There are five key ages to consider when answering the question of when you can retire.

How do I retire?

How Do I Retire?

Are you considering retirement? Before you do, there are a few questions you should answer to help you plan.