Retirement Planning
Crypto, Blockchain, and Investing: What You Need to Know
Believe it or not, it’s been over a decade since the world was first introduced to the concept of cryptocurrency, with the creation of Bitcoin
June 15, 2023
Believe it or not, it’s been over a decade since the world was first introduced to the concept of cryptocurrency, with the creation of Bitcoin
Operating a business is complete with nuances and complexities that are nearly impossible to keep track of. The tax law is so innately convoluted that
When we think of retirement, we think of a time when we can finally rest, pursue hobbies we never had time for before, and spend
I want you to imagine a scenario. You have a $2,000,000 nest egg in the bank at 65 years old. You head into retirement and
Are you asking yourself, “Why retire in Sarasota?” If you’re not, you should be! This beautiful city nestled inside Sarasota Bay is lined with Florida’s
All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional. I receive no compensation from them. You can check your portfolio 24/7 on their website. I will have limited power of attorney to execute transactions on your behalf.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
