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The Best Retirement Accounts for Building Long-Term Wealth
When it comes to retirement, the single most powerful factor is time. The earlier you start planning and investing, the better positioned you’ll be to live comfortably—and confidently—in the future. But knowing how and where to invest your retirement dollars is just...
Active vs. Passive Investing: Which Is Right for You?
One of the most frequent questions I get from clients—whether they’re in Miami, Orlando, or Naples—is this: “Should I be actively managing my investments, or is it better to take a passive approach?” The answer, like many things in wealth management,...
The Role of Life Insurance in Estate and Wealth Planning
When most people hear the term “life insurance,” they think of it as simply a safety net—a way to provide financial support to loved ones in the event of an untimely death. But for those of us in the world of wealth and estate planning, life insurance is much more...
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