The Bodkins Group at Morgan Stanley

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12/25/2025

The Roosevelt old school Christmas

It's important to consider what-if scenarios during retirement, including prolonged medical costs. In recognition of Lon...
11/14/2025

It's important to consider what-if scenarios during retirement, including prolonged medical costs. In recognition of Long-Term Care Awareness Month in November, discover strategies that may help offset those costs. https://livesocial.seismic.com/a7Y6Ck

Life changes, and so should your financial plan. Regularly reviewing and updating your plan can help you stay on track a...
11/06/2025

Life changes, and so should your financial plan. Regularly reviewing and updating your plan can help you stay on track and pivot when necessary. https://livesocial.seismic.com/aU5oWG

10/26/2025
10/26/2025
Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the ...
09/19/2025

Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the funds for future retirement needs or to support your loved ones. https://livesocial.seismic.com/aCELOh

As you approach retirement, it's important to prepare for the lifestyle changes ahead. Here are five tips to help you en...
09/12/2025

As you approach retirement, it's important to prepare for the lifestyle changes ahead. Here are five tips to help you envision your golden years. https://livesocial.seismic.com/aynyfh

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more mone...
09/05/2025

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings: https://livesocial.seismic.com/a-HdEe

It's important to check in on progress toward your retirement plan, especially when market volatility arises. These simp...
08/29/2025

It's important to check in on progress toward your retirement plan, especially when market volatility arises. These simple six steps can help: https://livesocial.seismic.com/aqbrM9

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the design...
08/22/2025

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the designated beneficiary? Check out this article to learn more. https://livesocial.seismic.com/awa1vv

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20807 Biscayne Boulevard 6th Floor
Aventura, FL
33180

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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