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Why You Need a Financial Plan (Even If You Think You Don’t)
If you’re like many people I’ve worked with, the idea of creating a formal financial plan might seem unnecessary—especially if you’re earning well, paying your bills, and saving a little each month. But here’s the truth: even if your financial life feels...
The Truth About Social Security in Florida: What You Should Know Before You File
Planning for retirement involves many important decisions, but perhaps none are as crucial—or as misunderstood—as the decision of when and how to file for Social Security benefits. If you live in Florida and are approaching retirement age, it’s time to take a deep,...
8 Must-Do Things Before 60 for a Stress-Free Retirement
Retirement doesn’t start at 65—it starts with the financial and life decisions you make well before then. If you’re approaching 60, the clock is ticking to ensure you’ve laid the foundation for a retirement that’s secure, enjoyable, and free from financial stress....
Why Retiring in Florida is a Dream Come True
Retirement marks the start of an exciting new chapter, and for many, Florida is the perfect backdrop to write this next phase of life. With its sunny weather, endless recreational opportunities, and vibrant communities, it’s no wonder the Sunshine State continues to...
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