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Category: Retirement

Can I Retire at 60 with $1.5 Million?

Being able to retire at 60 with $1.5 million is a dream for many people. While 60 is a little early, you may be getting fed up with the corporate rat race and ready to be done. You may also be nearing a point where your ability to continue saving is less impactful than the…
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How to Retire with Confidence: A Financial Case Study

Today we will look at a financial case study that offers proof of financial planning’s importance and why it should be a priority. You will also find five key steps to consider for your financial and retirement planning.

How Does Inflation Impact My Retirement?

Inflation is currently a hot topic. Many are concerned about how inflation affects their retirement planning. Be prepared by understanding how inflation helps guide your financial planing.

How to save on taxes in retirement

Is It Possible to Save on Taxes in Retirement?

Is it possible to save on taxes in retirement? Yes, with non-qualified assets. Review this case study to see how.

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.

Financial advisor Orlando, fl

How to Handle Financial Chores

Just like doing laundry, there are certain financial chores that should be revisited regularly. Here are the top 3 financial chores to keep you on track.

Disney 401k benefit for cast members

How to Understand the Disney 401k Benefit

Disney Cast Members have the option to participate in a 401k with company match. Many cast members have a lot of questions about the program and how it works. This in-depth article provides all of the need to know information.

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.

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 does Medicare work

How to Understand Medicare

How to understand Medicare and all its different parts can be quite confusing for someone who is close to 65 and not on a plan. Get a high-level look at the differences and what they mean to you.