Skip to content
Free Portfolio Risk Analysis
Secure File Upload
Client Login

(410) 220-0200

Retiring in the next few years? This is your MUST READ.

THE ULTIMATE CHECKLIST TO HELP NAVIGATE RETIREMENT

Reference this on your journey toward a work-free life.

 

Inside this FREE guide, you’ll discover:

  • 22 important questions that could change the course of your retirement
  • Commonly overlooked “danger zones” in your current strategy
  • The steps you could take in the years leading up to your work-free life

logo
  • Our Firm
  • Services
  • Radio
  • First Responders
  • Women
  • Contact

Taxes

Tax Updates and Reminders

By Flora & DiPaula Wealth Partners | December 10, 2019

As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA…

Read More

Year-End Tax Considerations

By Flora & DiPaula Wealth Partners | November 19, 2019

Now that we’re in the fourth quarter, it’s time to think about what you can do to help minimize your liabilities for the 2019 tax season and position finances for…

Read More

Pros and Cons of Legislative Inertia

By Flora & DiPaula Wealth Partners | August 6, 2019

While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the Democrat-controlled House of Representatives had passed…

Read More

More Tax Considerations For 2019

By Flora & DiPaula Wealth Partners | July 2, 2019 | 0

According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes, based on data from 2008…

Read More

Tax Tips: Look ahead while looking back at 2018

By Flora & DiPaula Wealth Partners | April 9, 2019

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for…

Read More

Tax Issue

By Flora & DiPaula Wealth Partners | March 14, 2019

Standard Article Tax Update   Tax season is upon us, and it’s time to figure out if and how changes brought by the Tax Cuts and Jobs Act will affect…

Read More

2018 Tax News

By Flora & DiPaula Wealth Partners | December 18, 2018

The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York and other high-tax states could…

Read More

Trade Agreement Updates

By Flora & DiPaula Wealth Partners | December 11, 2018

In the new U.S.-Mexico-Canada Agreement (USMCA), which would replace the North American Free Trade Agreement (NAFTA), among gains for the United States is a new provision negotiated with Mexico related…

Read More

Tax Burden Shifts in Divorces

By Flora & DiPaula Wealth Partners | August 28, 2018

  The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after Dec. 31, 2018, alimony will no longer qualify as…

Read More
« Newer Posts

Recent Posts

  • The Financial Stress Toll (of Late)
  • Market Volatility: Taken in Perspective
  • The War on Oil Prices
  • The Value of Multiple Retirement Income Streams
  • Windfall Imaginings

Recent Comments

    Archives

    • June 2022
    • May 2022
    • April 2022
    • March 2022
    • February 2022
    • January 2022
    • December 2021
    • November 2021
    • October 2021
    • September 2021
    • August 2021
    • July 2021
    • June 2021
    • May 2021
    • April 2021
    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018

    Categories

    • College Saving
    • COVID
    • Economics
    • Estate Planning
    • Health
    • Income
    • Income Inequality
    • Inflation
    • Interest
    • International
    • Investment Decisions
    • Investment Trends
    • Investments
    • Legacy
    • Long Term Care
    • Planning
    • Real Estate
    • Regulation
    • Retirement
    • Retirement Planning
    • Retirement Savings
    • Saving
    • Social Security
    • Taxes
    • Technology
    • Transportation
    • Uncategorized
    • Women

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org

    CONNECT WITH US

    Phone: 410.220.0200
    Fax: 410.231.7364
    Email: info@FDWPretire.com

    LOCATION

    201 International Circle
    Suite 230
    Hunt Valley, Maryland 21030

    DISCLOSURES

    Privacy Policy
    Terms and Conditions
    Form CRS

    CHECK US OUT

    bbb-horizontal-ab-seal-1

    The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

    Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 3918688 - 7/24

     


    SCHEDULE YOUR PHONE OR VIRTUAL MEETING NOW!