44 Social Security Secrets 44 Social Security Secrets Read More Conquering the Enemies of Wealth Conquering the Enemies of Wealth Read More Journalist's Guide To Indexed Annuities Journalist's Guide To Indexed Annuities Read More Millionaire Safety Secret Millionaire Safety Secret Read More Retirement Simplified Roadmap Retirement Simplified Roadmap Read More Safe Money Millionaire Safe Money Millionaire Read More Secrets of a Stress Free Retirement Secrets of a Stress Free Retirement Read More Social Security Retirement Benefits Social Security Retirement Benefits Read More Social Security Understanding The Benefits Social Security Understanding The Benefits Read More Social Security What You Need to Know When You Get Retirement or Survivors Benefits Social Security What You Need to Know When You Get Retirement or Survivors Benefits Read More The New Retirement The New Retirement Read More What all Stock & Mutual Fund Investors Should Know! What all Stock & Mutual Fund Investors Should Know! Read More Request an appointment To request your appointment you can fill in the contact form or call us. (941) 355-4362 Contact Us About Us Financial Services Insurance Services Resources Educational Videos Downloads BLOG Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025October 21, 2024By Ian Berger, JD IRA Analyst The year is flying by, and before we know it 2025 will be here. With the arrival of the new year, several new […] QTIP Trusts and Successor Beneficiaries: Today’s Slott Report MailbagOctober 17, 2024Ian Berger, JD IRA Analyst Question: We have a client who has children from a previous marriage. Upon the husband’s death, he wants to make sure his […]