Retirement is not just about accumulating money—it’s about turning those savings into a sustainable income stream in a smart way. Many retirees in Florida have diligently […]
This week, my name, Alonso Rodriguez Segarra, appeared in an incredible and, I must admit, unexpected place: GoBankingRates list of the Top 100 Money Experts. Sharing […]
Retirement is a monumental milestone, a time to enjoy the fruits of years of diligent work and savings. However, many investors think that’s where their retirement […]
Inherited IRAs: The Hidden Tax Trap Most Beneficiaries in Overlook When a loved one passes away and leaves behind an Individual Retirement Account (IRA), it can […]
Our recommendations rely on historical data. Historical performance is not a guarantee of future returns. Advise Financial, LLC is a Florida Office of Financial Regulation registered investment advisor. Advise Financial® is a Registered Trademark. Charles Schwab and Interactive Brokers are independent companies not affiliated with Advise Financial, LLC. For more information read our ADV´s.