FPA of Central Florida has articles of interest to share with you.

An Investor’s Guide to Transitioning Your Money — and Your Mindset — to Retirement


The transition to retirement after years in the workplace, as welcome as it may be, can also be jolting and even downright daunting, for all the changes it brings to a person’s day-to-day lifestyle, to their state-of-mind and to the handling of their finances.

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Calendar Alert! 20 Birthdays and Milestones That Matter Most in Your Financial Life

Just like certain birthdays and life milestones carry extra personal significance, there are certain points in life that carry extra financial weight.

Starting in the late teens and running through virtually every decade thereafter, the calendar of your life is dotted with dates and milestones, some representing key financial decision points and others that trigger important money-related developments.

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Maximizing the Value of Voluntary Workplace Benefits

Each year the arrival of fall marks the onset of a different kind of season, one in which a window of opportunity opens for working Americans to take advantage of the benefits they’re offered at work.

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What Diversification Can Do for You (and Your Assets)

Stock investors love a bull market. But what about when the stock market heads south, like it did less than a decade ago, during the Great Recession? As an investor, would you be content to enjoy much, but perhaps not all, of the gains a bull market provides, while also gaining an extra measure of protection to preserve the value of your assets in the face of a stock market decline? As someone who has worked long and hard to build a financial nest egg, would you prefer that nest egg got a smoother, more predictable ride rather than subjecting it entirely to the volatile whims of the stock market?

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