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Optimizing Your Wealth: End-of-Year Planning
The end of the year is nearly here, and while you may be focused on spending time with family and
Safeguarding Your Wealth Against Fraud
February 2024 Update: A new phishing scam is targeting the clients of major financial institutions such as Schwab. Scammers are
The Season of Giving: Charitable Giving Strategies Explained
November is a great month – we get to meet with our loved ones around the Thanksgiving dinner table, ponder
Conditional Life Expectancy: The Complex Reality of Financial Planning
Longevity is a double-edged sword. On one side, the gift of a longer life brings more experiences, memories, and milestones.
The Mega Backdoor Roth: A Tax-Efficient Strategy for High-Earners in Sarasota, Florida
If you’re like many Floridians, you want to have the most tax-efficient financial plan possible, and one of the greatest
Roth Conversions in 2023 (& Beyond)
Financial advisors love the Roth account. By providing tax-free withdrawals and eliminating Required Minimum Withdrawals (RMDs), Roth accounts give you
Investment vs. Insurance: Striking the Perfect Balance
Growth versus protection. Security versus potential. This isn’t a discussion on investment strategies, portfolio adjustments, or selecting the ideal retirement
Should I Roll Over My 401(K)?
Are you thinking of changing jobs? If you’re like most Americans, you just might be. According to a poll conducted
The Social Security Decision
As we approach retirement age, we have a slew of options available to us; we can start withdrawing from our
From 49er to Data Miner
In 1848, gold was discovered in California, leading to a massive influx of people from all over the world seeking
How to Handle a Windfall
Many of us, at some point in our lives, will end up with a lump sum of cash, the likes
Estate Planning for Young Families
Deep down, we all expect to live forever. Or at least long enough to live a long and fulfilling life,
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