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Five Ways to Experience Fall Fun in Central Florida

Fall is my favorite time of year. Here are five things on my fall fun list for the Central Florida area.

What Is a Will?

One of the primary documents in estate planning is a will. To help lay the groundwork for your estate planning, here are four things to know about this crucial document.

How to Understand & Evaluate Stocks

In the investment world, stocks are prevalent. Generally, if one is building a portfolio, one really can only go about it with some sort of allocation to stocks. Stocks can be confusing for people because there are a lot of different components and moving parts to them.

Learn how to understand and evaluate stocks with these insights.

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Financial Planning Case Study: Disney Leader in Their 40s

Are you in your 40s and a leader at Disney. If so, there are a lot of financial situations and considerations to evaluate. Thinking through these key things will help you make some decisions around various challenges and considerations you may face.

Disney 401k Investment Options, financial advisor winter garden fl

How to Understand the Disney 401k Investment Options

Understanding the Disney 401k investment options doesn’t need to be complicated. This overview gives Disney cast members all the basics to begin to make good investment decisions.

avoid paying taxes on 401k withdrawals

Can I Avoid Paying Taxes on 401k Withdrawals?

Many retirees plan to use a 401k to create income. Asking how to avoid paying taxes on 401k withdrawals is a great question. Here are some ways you can avoid or defer taxes on a 401k withdrawal.

how to retire with 2 million

How To Retire with $2 Million

Retiring with $2 million is a great goal to strive for. While it’s certainly a good amount of money, how far it will go depends on a few things.

How to know if you're mentally ready to retire

How to Know If You’re Mentally Ready to Retire

Thinking about retirement? It’s important to look at the financial aspect but you also need to understand how to know if you’re mentally ready to retire. Here’s how to evaluate your retirement plan for maximum happiness.

How to know if God wants you to retire

How to Know When God Wants You to Retire

Planning to retire is both exciting and overwhelming. You feel ready, but how do you know when God wants you to retire?

Use these five key things to help you determine whether your desire to retire is your timing or God’s.