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Justin Granit
2536 Countryside Blvd
Ste 601
Clearwater, FL 33763-1633
T: 727.712.4642
F: 727.791.3944
TF: 800.237.3588
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Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
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Retirement & Longevity
Putting more life into the 10-year rule
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
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Retirement & Longevity
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
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Retirement & Longevity
Infographic: Thriving in retirement
Here are five ways to help you enjoy the transition to retirement and live life to the fullest.
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Retirement & Longevity
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buying a new home, having a family, building a busine...
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Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...
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Retirement & Longevity
Building a budget that works for you
A realistic and responsible budget is the bedrock of a financial plan. Building a budget may require close self-exa...
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Retirement & Longevity
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
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Retirement & Longevity
How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
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Retirement & Longevity
Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now.
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Retirement & Longevity
Financial resolutions for 2025
Start the new year right by reviewing and revamping your financial plan.
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Retirement & Longevity
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