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I'm a Financial Advisor: If You Think It's Time To Collect Social Security, Ask These 11 Questions First

Perhaps you've been working for decades and are planning to retire soon. You spend a lot of time dreaming about your ideal day when you no longer have to commute to the office. Social Security: 20%...

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I'm a Financial Advisor: If You Think It's Time To Collect Social Security, Ask These 11 Questions First

Perhaps you've been working for decades and are planning to retire soon. You spend a lot of time dreaming about your ideal day when you no longer have to commute to the office. Social Security: 20%...

Kevin-estes , Jonathan-bird , Kevinm-arquette , Forrest-baumhover , Security-administration , Payments-may-come-sooner-than , Social-security , Eligible-to-receive-social-security , Immediate-need , Zack-swad , Swad-wealth , Social-security-administration

7 Things I Wish I Knew Before Starting My Own Business

Many people aspire to start a business. They crave the freedom of being their own boss and are drawn to the allure of unlimited income potential. Make Money With AI and ChatGPT: How To Earn $1,000 a...

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I'm a Financial Advisor: 4 Signs You Should Wait To Collect Social Security

If you're 62 or older, it may feel like time to start getting the government benefits you've paid into your entire working life. However, taking your retirement entitlement now may not be your best...

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Why Does Everyone Want To Retire in Florida?

According to the U.S. Census Bureau's July 2022 Population Estimates, more than 21% of Florida residents are over the age of 65. That statistic comes as no surprise as the Sunshine State has long been...

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How the New I Bond Rate Compares to CDs and Savings Accounts

While a CD or savings account is more flexible, I bonds offer a good long-term option.

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Voting Members Approve INSGs and Talk Turkey Vultures at January Meeting

World of Westchase, the official magazine of the Westchase Community Association, serves an association of nearly 3,500 homes in Tampa, by providing local news and entertainment features. %

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Financial Surprises Retirees Want to Avoid

Even the most diligent pre-retiree planner can get tripped up by unpleasant financial surprises. Follow these tips.

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#FASuccess Podcast: Forrest Baumhover on Building a Niche

Lawrence Financial Planning's Forrest Baumhover details his transition from serving in the Navy to financial planning.

Financial Advisor Success Podcast!
My guest on today’s podcast is Forrest Baumhover. Forrest is a financial advisor and partner with Lawrence Financial Planning, an independent RIA based in Tampa, Florida that oversees more than $100 million of assets under management for 70 affluent clients. What’s unique about Forrest, though, was his path to partnership as a financial advisor, having launched as a career changer coming out of the military with the niche of serving other military veterans in transition, only to find that his options and opportunities to become a partner in an existing advisory firm grew even more quickly than the niche that he had started out building on his own.

Florida , United-states , Tampa , Forrest-baumhover , Alliance-of-comprehensive-planners , Financial-advisor-success , Lawrence-financial-planning , Enrolled-agent , Comprehensive-planners , புளோரிடா , ஒன்றுபட்டது-மாநிலங்களில் , தம்பா