Florida has long been a popular destination for Baby Boomers looking to retire in the sun. With its warm weather, beautiful beaches, and amenities, it’s easy to see why. However, not all areas of Florida are equal regarding retirement living. … Read More
Retirement is a time of life that many people look forward to, but it also comes with its own set of challenges. Retirees can better ensure a comfortable and enjoyable retirement by buying certain things. These purchases can help you … Read More
President Biden signed the SECURE 2.0, approved by a nonpartisan Congress in December. The legislation significantly changes the retirement benefits landscape for the better. Many provisions will strengthen Americans’ ability to save for retirement by restructuring contribution limits, withdrawal rules, … Read More
With high inflation, a bear market, supply constraints, and talk about recession throughout the year, it’s been challenging for seniors and retirees. It’s about time for retirees to get a well-deserved break in 2023, which will happen on several fronts. … Read More
When you have children, it seems you can never do enough for them (and when they are teens, you can never do anything right). Guiding your kids on the path of saving for their future gives them a head start … Read More
Are high inflation and the bear market derailing your retirement plans? There are significantly more challenges for retirees or those close to retirement. Paying more for gas, groceries, and other items on a fixed income while watching your investment portfolio … Read More
When seeking a financial advisor, you may need clarification on your choices. Many professionals help you with estate planning when giving you financial advice. In contrast, others make investment recommendations for your portfolio, help with financial goals, budgeting, reduce debt, … Read More
As a football mom, I watched my son, Tyler, and his high school teammates win games playing offense and defense strategies. Tyler mostly played defense but was occasionally put into an offense position to give him a different perspective. Although … Read More
Have you checked out the latest prices at the grocery store and the gas pump? Understanding inflation and its effects on our household and investment portfolio are crucial. We almost always have some inflation, meaning wages and prices increase which … Read More
Any time of year is always a good time and place to see where you stand regarding your financial goals. Build and strengthen good financial habits to achieve financial success. Use these personal finance tips as a checklist to become … Read More
“Do not save what is left after spending; instead, spend what is left after saving.” Warren Buffett Financial literacy is the ability and knowledge to make informed and effective financial decisions. It is a challenge for many people to manage … Read More