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  • Tax-Efficient Strategies for Retirement Confidence - March 22, 2025

    Tax-Efficient Strategies for Retirement Confidence - March 22, 2025
    2025/03/22
    To learn more visit: Flora & DiPaula Wealth Partners
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    53 分
  • Beware of Stereotypical Investor Mistakes - March 15, 2025

    Beware of Stereotypical Investor Mistakes - March 15, 2025
    2025/03/15
    To learn more visit: Flora & DiPaula Wealth Partners
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    53 分
  • Timing of Social Security Benefits - March 01, 2025

    Timing of Social Security Benefits - March 01, 2025
    2025/03/03
    When it comes to deciding when to start your Social Security retirement benefits, it's vital to remember that everyone's situation is distinct. Your financial circumstances, health, family matters, and retirement dreams all play a critical role in shaping this decision. There's no universal answer or 'one-size-fits-all' strategy that works for everyone. Although many believe that delaying benefits is the key to maximizing Social Security, this isn't the only way to optimize what you receive.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
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    53 分
  • The Ticking Clock: We Have 20 Years to Fix Our Looming National Debt Situation - February 08, 2025

    The Ticking Clock: We Have 20 Years to Fix Our Looming National Debt Situation - February 08, 2025
    2025/02/10
    Our country faces a critical issue: our nation's skyrocketing spending and how it could shake the foundations of retirement confidence. Experts warn that we're on a tight deadline – we might have just 20 years to fix this before we hit a point of no return, leading to severe consequences.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
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    53 分
  • Tackling the Risks of Taxes and Inflation - January 11, 2025

    Tackling the Risks of Taxes and Inflation - January 11, 2025
    2025/01/22
    Retirement can offer confidence and fulfillment, but it can also come with financial challenges that can undermine long-term security if left unaddressed. The foundation of a confident retirement may lie in identifying and preparing for the major financial risks that could potentially derail your plans.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
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    53 分
  • Retirement Planning - Three of the Most Important Questions - January 4, 2025

    Retirement Planning - Three of the Most Important Questions - January 4, 2025
    2025/01/22
    Retirement planning hinges on addressing three foundational questions. Firstly, there’s a pressing need to debunk myths about life expectancy and its frequent misuse in financial decision-making. Relying too heavily on misleading statistics, especially when determining sustainable withdrawal rates from savings, can be perilous.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
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    53 分
  • Working with You to Preserve Your Financial Future - December 21, 2024

    Working with You to Preserve Your Financial Future - December 21, 2024
    2025/01/22
    Choosing a financial advisor can feel overwhelming, especially with so many options and titles to sort through—financial planner, broker, investment advisor—it’s hard to know where to start. And when you’re trusting someone with your life savings, getting it right is important.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
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    53 分
  • Managing Top 5 Retirement Risks: The Value of a Written Income Plan - December 14, 2024

    Managing Top 5 Retirement Risks: The Value of a Written Income Plan - December 14, 2024
    2025/01/22
    Drawing from pivotal insights of the University of Michigan's study, we highlighted the fluid nature of retirement expenditures. While many anticipate a consistent decline in spending, the reality is far from linear.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
    続きを読む 一部表示
    53 分