Category: Uncategorized

What You Should Know About Florida Taxes and Your Retirement

Are you considering a move to Florida for a Disney position or planning to work for Disney during retirement? Whether you’re relocating from California to Orlando with the Walt Disney Company or retiring to Central Florida with plans to work a retirement job at Disney, understanding the tax implications is crucial for your financial well-being.…
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Medicare Secrets Every Disney Retiree Should Know

When you turn 65 or approach that milestone, you suddenly become a prime target for Medicare-related mail. The flood of brochures and information packets can be overwhelming, especially as you navigate the complexities of healthcare during your retirement.  As a Disney retiree, understanding how Medicare works with your existing benefits is crucial for making informed…
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Happy Thanksgiving

President Lincoln penned these words in the middle of the civil war. While Thanksgiving had been celebrated for sometime and by other presidents, in the midst of division President Lincoln drew the American hearts towards giving thanks for the many blessings given during divisive times. Here is an excerpt: “The year that is drawing toward…
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Financial advisor Orlando, FL

Why?

Why can be a tough question. I have heard the original creator of Toyota would famously ask why 5 times to get at the heart of a problem and more importantly be able to provide a solution. Simon Sineck tells us to start with why. There are a few major inspirations that have caused me…
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