Hurricanes and Insurance FAQ
WHAT IF MY HOME IS DAMAGED AND I DON’T HAVE INSURANCE? The Federal Emergency Management Agency (FEMA) provides assistance to those whose homes […]
Hurricanes and Insurance FAQ Read More »
Bonita Springs/Palm Beach Gardens/Stuart 877.604.6322
WHAT IF MY HOME IS DAMAGED AND I DON’T HAVE INSURANCE? The Federal Emergency Management Agency (FEMA) provides assistance to those whose homes […]
Hurricanes and Insurance FAQ Read More »
Victims of Hurricane Ian that began September 23 in Florida now have until February 15, 2023, to file various individual and business tax
IRS announces tax relief for victims of Hurricane Ian in Florida Read More »
RETIREMENT PLANS Elective deferrals 401(k), 403(b), 457, and SARSEPs$20,500Catch-up contribution $6,500 Defined contribution (§415(c)(1)(A))$61,000Defined benefit (§415(b)(1)(A)) $245,000SIMPLE plan$14,000SIMPLE catch-up contribution$3,000Maximum includible compensation Highly
2022 Annual Limits Relating To Financial Planning Read More »
Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered,
Put The Planning In Estate Planning Read More »
When it comes to retirement, mental and emotional preparation are just as important as financial preparation. In the process of planning for retirement,
The 6 Stages of Retirement Read More »
As we enter the last month of a turbulent year, we also begin the season of giving. There are so many opportunities to