Dustin Rinaldi, cfp®, awma®, ea Founder & Wealth Advisor CERTIFIED FINANCIAL PLANNER™ FINRA Series 7, 63, and 65 registrations¹ Life, health, and annuity insurance registrations College of Financial Planning Accredited Wealth Management Advisor Enrolled Agent tax advisor recognized by the Department of Treasury Florida Gulf Coast University CERTIFIED FINANCIAL …
Led2Serve today announced its selection of International Medical Global as it’s new provider of travel health insurance. IMG is an award-winning provider of global insurance benefits and assistance services. Through their Outreach Travel Medical Insurance plans travelers with Led2Serve are provided trip interruption, accident, sickness and also emergency evacuation coverage …
The IRS audited approximately 1.4 million individual tax returns filed in 2012.1 That amounts to approximately 1% of 146 million individual returns filed that year. However, fewer than one-quarter of those audits involved face-to-face meetings with IRS auditors. The rest were conducted through the mail. Filers earning less than $100,000 …
After years of accumulating assets, the time will come for you to begin drawing on those assets to provide income throughout retirement. Before that day arrives, be sure to consider some steps to assist you in keeping your retirement income stream flowing. Set a Sustainable Withdrawal Rate As tax-advantaged retirement …
Who needs a pyramid scheme or a crooked money manager when you can lose money in the stock market all by yourself. If you want to help curb your loss potential, avoid these 10 strategies. 1. Go with the herd. If everyone else is buying it, it must be good, …
According to the U.S. Department of Health and Human Services, 70% of people turning 65 can expect to use some form of long-term care during their lives. But less than one-third of Americans who are 50 or older have begun saving for long-term care. Long-term care includes a range of …
Most stock market investors are looking for the same result: strong and steady gains of their investments. Dealing with a period of sustained falling stock prices is not easy. All too often, investors react to a sharp drop in prices by panic selling or digging in their heels despite deteriorating …
Today Led2Serve, a nine-year old local non-profit organization, announced a corporate partnership with NuQuest, a leading provider of Medicare Secondary Payer compliance solutions, creating an opportunity for ongoing service projects designed to meet the needs of the Orlando and surrounding communities. On April 18th over 50 teammates from NuQuest will …
Led2Serve, a Florida based 501(c)(3), today announced their newest Service Adventure Journey, ‘Explore Costa Rica’. This customized Journey is designed to bring travelers through several regions of beautiful Costa Rica, from rain forest to cloud forest, and the stunning Pacific beachside for an unsurpassed “travel with purpose” experience. “Our hearts …
Too much of anything can be a bad thing. Just like humans, too much sun can be bad for trees, as well. Sounds silly, right? We all know trees need sunlight to grow and thrive, but too much sunlight can actually harm a tree. A tree can get a “sunburn” …