Florida has long been an enticing draw for retirees, offering beaches, a subtropical climate and relief from shoveling snow in the winter. But for the financially minded, there are advantages that go far beyond beautiful sunsets and dolphins frolicking in the water. One of the most significant: Florida is one of only nine states that […]
Part-Time Retirement in Florida Could Negate Tax Breaks Read More »
What is “middle-class”? Although definitions may vary, the Pew Research Center might have an answer. A recent Pew report found that a family of three could be considered in the “middle” of upper and lower incomes when annual household earnings are between $56,600 and $169,800*. And for these middle-income homes, there may be good news
How much is enough to save for retirement? It’s the million-dollar (or more) question every pre-retiree is asking, and it can be incredibly confusing and overwhelming to answer. I’ve come across many articles, videos and statistics about how much you need to save to retire comfortably. Clients often come to me for guidance on this.
How Much Do I Need to Retire? A Financial Pro Breaks It Down Read More »