Jun 12, 2025
Teladoc Health’s 401(k) Plan (Fidelity) 2025 Edition
Employer retirement plans are the centerpiece of most individual’s retirement savings. It’s best that you have a solid understanding of your company’s plan. Let’s take a closer look at Teladoc Health’s 401(k) and the basics.
May 29, 2025
Social Security: How Is My Benefit Amount Determined?
Social Security is more than a paycheck – it’s a strategy. When to claim should be part of a coordinated income, tax, and estate plan.
Mar 25, 2025
Retirement Cold Feet? Overcome Financial Fears, Retire with Confidence
Dreaming of beach days but stressing over finances? You're not alone. Retirement can feel overwhelming, but with the right plan, you can swap worry for confidence. Let’s tackle your biggest financial concerns—so you can relax and enjoy the life you’ve earned!
Mar 7, 2025
Safe Withdrawal Rate - How Much Can I Spend in Retirement?
Retirement should be a time to relax, not stress over money. Forget outdated spending rules—markets change faster than you can say "recession." We need to use dynamic strategies to act as your financial seatbelt. The safe withdrawal rate is key for a lasting retirement, so plan wisely and adapt to market shifts.
Mar 5, 2025
How To Find A Financial Advisor In Orlando
Let’s set the stage. You’re well in tune with your financial needs and are now searching for the perfect partner to guide you. Here are the steps I’d recommend, and in this order, to pick the right financial advisor in Orlando.
Feb 4, 2025
Health Savings Account (HSA): A Powerful Retirement Tool
Let’s review one of the most powerful and tax-efficient retirement savings tools that often goes unnoticed: the Health Savings Account (HSA).