Pri Cosentino

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Pri Cosentino EASE Planning Specialist
đź’µ| I help you make good financial decisions
🎯| Advisor, Writer and Mentor

You don’t have to make financial decisions based on what looks successful to everyone else.A bigger house, a newer car, ...
10/17/2026

You don’t have to make financial decisions based on what looks successful to everyone else.

A bigger house, a newer car, or an expensive lifestyle may look like success from the outside, but your financial goals don’t have to look impressive to anyone.

Sometimes, the smartest financial decision is choosing what gives you more peace, flexibility, and security.

What if your financial life didn’t have to impress anyone?

This content is for educational purposes only and is not financial advice. Consider speaking with a qualified financial professional about your individual situation.

The official 2027 Social Security COLA is scheduled to be announced on October 14.But the percentage is only part of the...
10/14/2026

The official 2027 Social Security COLA is scheduled to be announced on October 14.

But the percentage is only part of the story. What matters is how that increase compares with your actual retirement expenses.

Disclaimer: Educational content only. This is not financial, tax, investment, or retirement advice.

The IRS allows additional catch-up contributions for eligible workers as they get older.For 2026, the limits are higher ...
10/11/2026

The IRS allows additional catch-up contributions for eligible workers as they get older.

For 2026, the limits are higher for people age 50+ and include an additional higher catch-up opportunity for eligible workers ages 60–63.

Disclaimer: Educational content only. Contribution limits and eligibility rules may apply.

Tax preparation tells you what happened.Tax planning focuses on decisions you may still be able to make before the year ...
10/08/2026

Tax preparation tells you what happened.

Tax planning focuses on decisions you may still be able to make before the year ends—and how those decisions could affect your future tax situation.

Disclaimer: Educational content only. This is not tax or financial advice.

A higher Social Security benefit doesn’t automatically mean more purchasing power.What matters is how that increase comp...
10/05/2026

A higher Social Security benefit doesn’t automatically mean more purchasing power.

What matters is how that increase compares with the costs you actually face in retirement.

Disclaimer: Educational content only. This is not financial, tax, investment, or retirement advice.

Getting the full employer match is important—but it doesn’t automatically mean you’ve reached the right contribution lev...
10/03/2026

Getting the full employer match is important—but it doesn’t automatically mean you’ve reached the right contribution level.

Your age, retirement timeline, taxes, and other savings can all matter.

Disclaimer: Educational content only. This is not financial, tax, investment, or retirement advice.

You can have a large 401(k).You can have Social Security.You can have no mortgage.And you can still have major questions...
09/30/2026

You can have a large 401(k).

You can have Social Security.

You can have no mortgage.

And you can still have major questions about retirement.

What happens if the market drops shortly after you retire?

What happens when healthcare costs rise?

What happens when RMDs begin?

What happens when your tax situation changes?

Retirement readiness isn’t just about having enough money. It’s about knowing how your money is supposed to work when you need it.

That’s the difference between having retirement savings and having a retirement strategy.

Disclaimer: Educational content only. This information is not financial, tax, investment, or retirement advice.

There can be a period between leaving work and reaching later retirement milestones when your taxable income looks very ...
09/29/2026

There can be a period between leaving work and reaching later retirement milestones when your taxable income looks very different from what it did during your working years.

That can create planning opportunities.

For example, some people may evaluate whether converting part of a Traditional IRA to a Roth IRA makes sense before larger taxable withdrawals or RMDs enter the picture.

But a Roth conversion isn’t automatically the right move. The conversion can create taxable income in the year it happens, so the decision needs to be based on your broader tax and retirement situation.

The mistake is waiting until the tax bill is already unavoidable to start thinking about taxes.

Your retirement date is not the end of tax planning. It may be the beginning of a new phase of it.

Disclaimer: Educational content only. This information is not tax, financial, investment, or retirement advice. Tax treatment varies by individual circumstances. Consult a qualified professional before making financial or tax decisions.*

Having $500,000, $1 million, or more saved for retirement sounds reassuring.But the balance itself doesn’t tell you:- Ho...
09/27/2026

Having $500,000, $1 million, or more saved for retirement sounds reassuring.

But the balance itself doesn’t tell you:

- How much income it can provide
- How long it may last
- How much could go to taxes
- When you may need to withdraw it
- How healthcare costs could affect your budget

A retirement number only becomes useful when you know what it can actually do for your life.

Don’t just know your balance. Know your plan.

Disclaimer: Educational content only. This information is not financial, tax, investment, or retirement advice.

A retirement plan can look good on paper and still have gaps.Before the year ends, take a closer look at your income sou...
09/24/2026

A retirement plan can look good on paper and still have gaps.

Before the year ends, take a closer look at your income sources, taxes, account types, RMDs and healthcare costs.

Disclaimer: Educational content only. This information is not financial, tax, investment, or retirement advice. Individual circumstances vary.*

Address

Orlando, FL

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 9am - 3pm
Friday 8am - 7pm
Saturday 9am - 3pm

Telephone

+13053336013

Website

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