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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.

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!

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 Forget outdated spending rules—markets change faster than you can say "recession."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.

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.