Estate Planning for Florida Snowbirds
Many retirees known as “Snowbirds” split their time between warm sunny Florida winters and another colder northern state each year. This can be a great lifestyle, but it creates several legal and financial challenges that must...Continue reading→
How Does Inflation Affect Your Florida Retirement Planning?
Inflation is a very serious and frequently overlooked silent killer of people’s retirement plans. Florida retirees have some of the highest inflation rates in the country, particularly in housing, insurance costs, and healthcare that are higher...Continue reading→
Biggest Retirement Mistakes to Avoid for a Happy Florida Retirement
People work hard their whole life looking forward to retirement dreams. However, there are several common critical mistakes that if not taken into consideration can mean the difference between a happy and secure retirement or one...Continue reading→
Florida Estate Planning: Make Charitable Giving Part of Your Plan
One of the great benefits of living in the state of Florida is that it does not have estate taxes. However, once certain exemption limits are reached federal estate taxes come into play where charitable giving...Continue reading→
The Risks of Reverse Dollar Cost Averaging for Florida Retirees
One of the most common mistakes many retirees make is reverse cost averaging of their retirement savings withdrawals. This is withdrawing the same consistent amounts on a monthly or annul basis through market ups and downs....Continue reading→
How Often Should You Update Your Florida Estate Plan?
While you should usually update your Florida estate plan every 3-5 years, there are several situations in which you experience significant life changes that require taking another look to be certain it is current regarding your...Continue reading→
Estate Planning Mistakes to Avoid for Your Florida Retirement
Estate Planning is one of the most complicated and important financial decisions you will ever make in your lifetime. The emotions involved in making these judgements that are so important to your loved ones, together with...Continue reading→
Pre-Retirement Planning & Preparedness for a Florida Retirement
If you are planning to retire in five to ten years, there are some very important steps you need to be taking now to prepare. Solid financial planning and preparation are key to having the happy...Continue reading→
Long-Term Care Financial Planning in Florida: What You Must Know
People are living longer and medical costs continue to keep going steadily higher making long- term care planning a more essential part of your retirement and estate plans than ever. While most people envision retirement as...Continue reading→
Understanding Stock Market Volatility & How it Affects Your Florida Retirement
Volatility is a normal and unavoidable state of the stock market. In the long run it helps us get even better returns because when the market corrects, meaning goes down, it gives money managers opportunities to...Continue reading→
How Much Should You Pay a Financial Advisor in Florida?
Even if you're somewhat financially savvy, it really can make sense to at least consult with a financial advisor. Because the costs of making a mistake is so great that can dramatically affect your future -...Continue reading→
Florida Tax Advantages for Retirees & Seniors
Florida is one of the tax-friendliest states in the country for seniors and retirees. Whether you are thinking of moving to Florida for retirement or are already enjoying the sunshine state and want to be certain...Continue reading→