Blog

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 Forget outdated spending rules—markets change faster than you can say "recession."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

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).

Tax Season: Tax Filing Document Checklist

Tax season is like cleaning out your closet. You pull everything out (all your documents), sort through the mess (organize income, expenses, and deductions), and hope to find something valuable you forgot about (refunds or credits). It might be a hassle, but once it's done, you feel lighter and more in control!