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It’s not too late to cut your tax bill for 2025
Thanksgiving is here. Christmas is not far behind. The clock is ticking. But there is still time to cut your taxes for 2025. We shared several timely and powerful ways to trim your tax bill with Robyn...
Thinking about retiring? Read this first.
Think you’ve got enough money to retire? Before you pull the trigger, read this. You may actually be better off “unretiring” and delaying your exit from the workforce. We were interviewed by journalist Margie Zable Fisher for...
The Hidden Costs of Homeownership
No one wants to feel house poor. But many Florida residents are starting to feel trapped inside homes they fear are getting too costly to maintain. We shared some of the hidden costs of home ownership to...
Retirement ‘Rules’ That It May Be Time to Break
There’s plenty of retirement rules of thumb telling you how to invest, how much to spend, when to downsize, and when to take your Social Security benefits. But are they always right? How can you tell which...
Struggling With Money Anxiety?
If you are like many other Americans, the news headlines may be giving you financial anxiety. People report being stressed over current events, whether it is worrying about potential job losses, stretched budgets, or escalating credit card...
Why A Market Correction Needn’t Sink Your Retirement
We get it. Market declines can be scary. And market corrections, or declines of 10% or more from market highs, can start you worrying overtime about running out of money. In her recent article on market volatility,...