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McCarthy Financial Group, P.A. 
Kevin C. McCarthy
1791 NE 162nd Street
North Miami Beach, FL 33162

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Kevin C. McCarthy

(305) 945-7630

RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

 

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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