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A harsh reality of getting older is the potential that physical and mental limitations can impact individuals’ quality of life and their ability to continue living independently. When individuals fail to plan for these possibilities, decision-making may fall to their adult children, who may not grasp their parents’ emotional ties…

In a world where we conduct and share so much of our lives online, it is essential to consider what happens to our digital footprint after we pass away. Do family members have the usernames and passwords needed to access all your financial accounts and pay bills in your absence?…

Private equity has experienced significant growth in recent years, but what exactly sets this asset class apart? In this episode, the South Florida Finance Guys explore the history of private equity, its unique structure, and the factors driving its recent surge in popularity. Whether you’re an investor looking to diversify…

In our busy lives, it is not uncommon to put off for tomorrow the things we do not have time for today. This is especially true for things that make us uncomfortable or require significant time and effort to squeeze into our already hectic schedules. However, by sweeping these issues…

Investing in real estate can be a complex endeavor, with numerous factors influencing market conditions and investment decisions. In this episode, the South Florida Finance Guys break down the most important considerations for real estate investors, offering insights into how current trends and economic factors are shaping the market. Subscribe…

On Sept. 18, 2024, the Federal Reserve Bank (the Fed) reduced the target federal funds rate by half a percentage point to a range of 4.75 to 5 percent, marking the first rate cut since the start of the pandemic in March of 2020. The move, which follows 11 consecutive…

When people die, the settling of their estates and the closing of their financial affairs begin. The entire process can be overwhelmingly stressful for grieving family members and quite time-consuming, depending on the size of the decedent’s estate and the plans put in place before their passing. Following are five…

In this episode, the South Florida Finance Guys talk about the Fed’s rate-cutting program, exploring its potential impact on the economy, stock market, and bonds. Whether you’re an investor, an economist, or simply curious about monetary policy, this discussion offers valuable insights into how interest rate changes can shape financial…

The IRS recently announced the 2025 contribution limits individuals with high-deductible health plans (HDHPs) may contribute to their workplace health savings accounts (HSAs) to help pay for rising healthcare expenses. HSAs are triple-tax-advantaged accounts that eligible workers may fund with pre-tax dollars and withdraw tax-free when used to cover a…

A Roth IRA is a unique retirement savings vehicle that allows eligible individuals to set aside money today for a potentially tax-free income stream in the future. Like a traditional IRA, a Roth arrangement allows individuals to make annual contributions of up to $7,000 in 2024, or $8,000 for savers…

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