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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,
The Effects and Implementations of Generative AI
The internet was created in the 1960s for inter-agency government, scientific, and university communications. However, it was popularized in the
How to Plan a Tax Savvy Retirement
You’ve finally reached retirement with a healthy nest egg and many years of bliss ahead of you. You spent years
A Robo-Advisor or a Financial Advisor – Which is Best for You?
As technology advances and artificial intelligence and automation seep into every aspect of our daily lives, it was perhaps inevitable
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