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Category: Stewardship

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 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.

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.

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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.

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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.

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How to Set Financial Goals

When setting goals for the new year, don’t overlook your financial goals. Making sure you have a solid understanding of what investing means will help when making your plans.

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?