There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars, and in many cases, enough money to […]
Tax season is the perfect time to take stock of your overall finances and how they may have changed in the last year. And luckily for you, tax season is extended until May 17th this year, so […]
Taxes don’t stop when you stop receiving a paycheck. If you have multiple sources of income in retirement, your tax burden could be substantial. By understanding how different types of income are taxed, you can develop income […]
When we think about important birthdays, we think of 18 and 21, but what about 59 ½ or 72? Just because you’re older doesn’t mean you don’t have more milestones to hit. Starting at age […]
Retirement isn’t what it used to be. It’s typically longer and more active, doesn’t start at the same age for everyone, and could involve paid work. Not everyone’s retirement will look the same, and it […]
As we enter this tax season, you may realize that your situation has changed. Maybe you were affected by the CARES Act, COVID, or went through a life change such as retirement, or became […]
We’re all looking forward to the new year more than usual. Even though COVID will remain in 2021, the changing of the calendar can bring about a new mindset and optimism. But before we forget all […]
Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or your 65th birthday, or […]
Only 28% of Americans will make New Year’s resolutions that are financial in nature, according to a recent MassMutual survey.[1] Perhaps more should – retirement requires significant planning and there is no better time […]
The end of the year is a good time to reflect on 2020, how your financial situation may have changed, and your goals for next year. You can look at how your investments are doing, review […]
915 Middle River Drive,
Suite 600,
Fort Lauderdale, FL 33304
QUICK LINKS
Home | About Us | Our Process | Getting Started | Events | Guides | Blog | Books | SmartVestor | Contact Us
OUR SERVICES
Income Planning | Investment Planning | Tax Planning | Long-Term Care | HealthCare Planning | Legacy and Estate Planning | Annuities
© Juniper Wealth Management – Powered by: LoneBeacon.com
Terms and Conditions | Privacy Policy | ADV 2A | CRS Summary
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Juniper Wealth Management. Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.