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Roth Conversions in Orlando

Wondering if a Roth conversion is worth it? Learn how Orlando retirees can save on taxes, Medicare, and Social Security with smart planning.

Tax Planning Tips for Retirees in Florida

Five smart tax planning strategies every Florida retiree should consider.

Turning Job Loss Into a Tax Opportunity: A Young Family's Case Study

What looked like a financial emergency turned into a smart tax planning opportunity.

Why Every Florida Family Should Review Their Social Security Statement - Even in Their 30s

If you live in Orlando or anywhere in Florida, there’s a good chance you’ve overlooked one of the most important financial planning tools available. Your Social Security statement!

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.

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.