Key takeaways:
- Why choosing a local, independent fiduciary advisor makes all the difference.
- The shocking limitations of most 401(k)s — and how better planning can expand your investment options.
- Why “set it and forget it” is dangerous — and the high cost of hidden fees.
- Real estate vs. stock market returns: which actually performs better long-term?
- Catch-up contributions: a huge missed opportunity for most Americans over 50.
- Estate plans aren’t just for the wealthy — they’re for anyone who wants to protect their family and avoid conflict.
- A strong retirement plan includes tax strategy, healthcare planning, and a real distribution game plan — not just investments.
📞 Your complimentary financial review is just a call away: (727) 295-3451
📍 Visit AskTheHollands.com to schedule a no-obligation consultation today
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