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We help individuals and families pursue their ideal retirements.

Do I Need a Financial Advisor for My 401k

November 29, 2023

Many individuals embark on the journey of setting up and managing their 401(k) plans with the best of intentions. They take pride in their financial independence and self-reliance, aiming to…

Why You Should Use Wealth Management

October 23, 2023

Managing wealth can be an intricate and challenging endeavor.    This post dives deep into the basics of wealth management, including how it works, why you need it, and key…

Benzinga: Is Your Tax Bill Too High? Learn These Strategies To Achieve A Tax Efficient Estate And Retirement Plan.

October 19, 2023

There have been key changes to tax efficient estate and retirement planning. A team that focuses on retirement tax strategies, Chris Dixon Jr. and Samuel J. Dixon from Oxford Advisory…

What is the Full Retirement Age?

September 11, 2023

Preparing for retirement requires careful planning and consideration of many factors to ensure a comfortable and financially stable future. One of the primary aspects to understand about retirement is the…

How Long will My Retirement Savings Last?

September 11, 2023

Planning for retirement involves much more than accumulating a certain amount of money. It requires a thorough understanding of how long your retirement savings will last to ensure a comfortable…

How Does an Annuity Work?

September 11, 2023

Planning for retirement can be stressful, especially when it comes to financial stability. Knowing what options are out there to provide a stream of income to support your retirement lifestyle…

Achieving a Good Monthly Retirement Income: Strategies for Financial Security

September 11, 2023

What is a Good Monthly Retirement Income? Planning for retirement involves various considerations, with one crucial aspect being the quest for a good monthly retirement income. In this blog post,…

How Much Should You Save For Retirement?

September 11, 2023

Planning ahead and saving for retirement is one of the most crucial financial decisions you can make, and it can be one of the most challenging to navigate. There are…

What to do in Retirement in Orlando, FL?

September 11, 2023

When preparing for retirement, it’s important to plan well to have everything ready when the day comes. Otherwise, you might end up running out of money halfway through your retirement,…

Ordinary Annuity vs Annuity Income

September 11, 2023

Suppose you are currently preparing for retirement and are looking into annuities. In that case, you may have encountered the phrases “ordinary annuity” and “annuity income” and wondered what the…

How Does Retirement Work?

August 30, 2023

When the time comes to start planning for retirement, the process can seem very daunting. It’s a new stage of life that may seem unpredictable and confusing. It’s hard to…

How to Save for Retirement

August 15, 2023

If you’re having trouble deciding the best way to save for retirement, you aren’t alone. Preparing for this next stage of your life can feel daunting and confusing. It can…

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