Envisioning an early retirement? Comprehensive financial planning can turn this ambition into reality. However, early retirement comes with unique considerations, including healthcare coverage, Social Security benefits, and specific investment strategies. This guide...
Embracing the Future of Retirement Savings: Exploring SECURE 2.0’s New Roth Opportunities The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 has recently been enacted, bringing a wave of significant changes to the retirement savings...
The backdoor Roth strategy is a popular technique among high-income earners to indirectly contribute to a Roth IRA, despite being above the income limits that typically allow for direct contributions. This strategy offers the advantage of tax-free growth and...
Rental income can seem like an attractive source of passive income. After all, the idea of owning a property and collecting rent every month is appealing. However, many people who invest in rental properties quickly find out that it’s not as passive or simple as...
Case Study: Financial Planning for a Couple with One Child John and Emily are a married couple in their mid-30s with one child. They have a combined annual income of $250,000 and a goal of retiring early. They came to us at Flores Wealth Planning to create a...
Download our concise flyer to discover how Arthur Flores, CFP® can support your financial journey. From retirement planning and tax-efficient strategies to reducing investment fees and building personalized portfolios, we cover all the essentials. We also offer expert advice on insurance reviews, debt management, and organizing your financial accounts. Ready to take control of your financial future? Download the flyer now to learn more!
