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Retirement

What Happens? 

We’ve been asked a few questions regarding what happens to those portions of your estate that aren’t treated consistently with what you say in your ...
April 5, 2024
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Retirement

Roth IRA Vs Traditional IRA

Having just taken a look at your traditional IRA, you may be wondering if the time is now to convert it to a Roth IRA.  ...
March 30, 2024
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Retirement

It’s That Time of Year

It’s usually around this time of year, when individuals are preparing paperwork for filing their tax returns, that we are asked what the deadlines for ...
March 16, 2024
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Retirement

The Busyness of Life

What does retirement really, truly mean? What are your plans for after you retire? We’ve been thinking about this recently. Many would define it as ...
March 9, 2024
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34990 Emerald Coast Pkwy., Suite 307
Destin, FL 32541

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415 Richard Jackson Blvd. Ste. 406
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Suite 112

Pensacola, FL 32502

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Suite 111
Foley, AL 36535

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