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Jan 22, 2026

When Should You Claim Social Security Benefits?

When should you claim Social Security benefits? Learn claiming strategies that could increase your lifetime benefits by $100,000+. Expert guide for Florida retirees.

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Jan 7, 2026

How Much Money Do You Need to Retire Comfortably?

Orlando retirees ask: how much money do I need to retire comfortably? Learn what $1M+ buys you, factor in Social Security, and plan your ideal Florida retirement.

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Dec 23, 2025

Is Your Retirement Income Plan Still Working? 7 Questions to Ask in 2026

Review your 2026 retirement strategy with seven essential questions covering withdrawal rates, tax planning, Social Security timing, and asset allocation to ensure your retirement income plan remains sustainable throughout your golden years.

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Dec 9, 2025

HCA Healthcare Employees: Are You Maximizing Your 401(k) and ESPP Benefits?

If you work for HCA Healthcare in Florida, you've got access to some really solid retirement benefits. Let's walk through your 401(k) match and Employee Stock Purchase Plan (ESPP) .

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Dec 3, 2025

What to Do with Your 401(k) When You Retire: Rollover, Leave It, or Take Distributions?

If you're retiring or recently retired and you're trying to figure out what to do with your 401(k), here's what you need to know.

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Nov 20, 2025

5 Financial Moves to Make Before December 31st (If You're Nearing Retirement)

Year-End Financial Planning Checklist for Pre-Retirees and Retirees.