Category Archives: Wealth

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Florida Retirement Real Estate Rebound

Florida Retirement Real Estate Rebound

Autumn might be in the air in some parts of the country but it still feels like summer in Florida. That’s especially the way it feels in Florida’s red-hot real estate market. By Scott Kauffman Read More »

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The Importance of Preparing for Long Term Care

Will your health affect your wealth? Most people see themselves living a long life, investing and planning throughout their working years to construct a financially secure future where they can spend time doing the things they enjoy the most. As part of your financial planning activities, it’s important to understand the potential impact that needing long term care may have ... Read More »

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Tax Friendly Pension States

Staying one step ahead of Uncle Sam is extremely important for retirees living on pension benefits. Tax implications on pensions vary depending on the type of pension and the state where you live. One of the best ways to protect your fixed income payments is to move to a tax friendly state where you can shield your income from heavy ... Read More »

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Top 10 Myths About Retirement

“The times they are a-changin’.” I’m pretty sure Bob Dylan wasn’t talking about retirement when he sang these famous words, but he sure could have been. Retirement planning, including all of the non-financial aspects, needs to be done quite differently today. Let’s take a look at the Top Ten Myths about retirement: 1. Choice is good. True up to a ... Read More »

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Buying a Second Home in the U.S.: What Foreign Nationals Need to Know

The credit crunch, glut of homes on the U.S. market and sellers’ eagerness to deal has created some fantastic opportunities for foreign nationals with solid capital. Snowbird buyers from Canada and the United Kingdom are taking advantage of this opportunity in droves, flocking to the warm climates of Arizona, Nevada, California and Florida. Read More »

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