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Category: Retirement

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.

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.