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Is Long-Term Care Insurance Worth It for Florida Retirees with $2–10M?
With $2 million or more, you can probably afford long-term care. That was never really the question. What matters is what paying for it would…
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How Much Should Florida Retirees Budget for Healthcare Costs?
Around 69 million Americans are on Medicare, and plenty of them count on it to cover most of their medical costs after 65.1 It covers…
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Cognitive Decline & Financial Decision-Making: Tools for Florida Families
The first signs of cognitive decline aren’t always dramatic. For example, someone might forget to pay a bill they’ve paid on time for years, or…
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Preventing Financial Exploitation: Asset Protection for Aging Florida Retirees
Financial exploitation often does not start with an obvious warning sign. It can develop slowly through increased reliance on another person, changes in spending habits,…
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The “Guardrails” Withdrawal Strategy: Managing Market Risk While Retired in Florida
If you rely on your portfolio for retirement income, a market downturn can raise real concerns. A decline is not just a number on a…
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Moisand Fitzgerald Tamayo, LLC named to list of America’s Best Financial Advisory Firms by USA Today, again
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s Best Financial Advisory Firms by USA Today, again Orlando, May 7, 2025 –…
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Coordinating Social Security, Pension, and Portfolio Income as a Florida Resident
For many in Florida, retirement is not funded by a single stream of income. It may involve Social Security, pension decisions, IRAs, brokerage assets, and…
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Rebalancing for Risk: When & How to Shift Toward Capital Preservation in Florida Retirement
A portfolio can look strong on paper and still be poorly matched to retirement. Once distributions begin, the mix of holdings has to support spending…
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Roth IRA Conversions in Florida Retirement: Timing, Tax Benefits & Long-Term Value
For many people, retirement creates a new window to revisit old tax assumptions and make more deliberate decisions about where future income will come from.…
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How to Turn a $2–10M Portfolio into Sustainable Retirement Income in Florida
If you’ve built a $2–10M retirement portfolio, your primary challenge has likely shifted. Accumulation may no longer be the main focus. The real work now…
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What’s New in 2026?
What’s new in 2026? Plenty! We’ll start with a couple of changes that were created in recent tax legislation. As always our tax advisors are…
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Want to retire before 65? These milestones are critical.
Want to retire before 65? These milestones are critical. Many people want to retire before the traditional retirement age of 65. With enough planning, diligence,…
