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F: (904) 829-1140

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St. Augustine, FL 32084
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First Coast Wealth Advisors
(904) 824-4349

Archive for the ‘Financial Planning’ Category

May 9th, 2016

First Coast Financial Beacon May 2016

  May Market Commentary Every quarter has its fair share of alarmist media headlines. Yet Q1 2016 may have taken the cake with a pronouncement from the Royal Bank of…
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March 3rd, 2016

Financial Beacon March 2016 – Keep Calm and Carry On

  March Commentary – Keep Calm and Carry On The first two months of 2016 have looked a lot like the last few months of 2015, with markets fluctuating around…
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December 16th, 2015

Understanding What Your Financial Advisor’s Designations Mean

Understanding What Your Financial Advisor's Designations Mean-media-1

When you’re searching for an investment advisor, chances are you’ve been inundated with the “alphabet soup” of designations various advisors have after their names. It’s important to understand what these…
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November 10th, 2015

Top 5 Ways To Save During The Holidays

Top 5 Ways To Save During The Holidays-media-1

Regardless of how strong your finances might be, holiday gift shopping can put a dent in your savings. Along with all the other plans you may be making over this…
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October 20th, 2015

New White Paper: 5 Important Financial Milestones to Reach in Your 40s

New White Paper: 5 Important Financial Milestones to Reach in Your 40s-media-1

Early Planning is the Best Way to Ensure Financial Success. At this time in your life, you’ve explored and chosen a career path – maybe even started a family or…
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July 28th, 2015

How to Protect Your Retirement Assets From Taxes

  While you may be enjoying the tax breaks you get for contributing to a retirement fund right now, the fact remains that at some point, you’re going to have…
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July 14th, 2015

Financial Tips All Single Parents Should Know

  Are you a single parent? If so, then you probably understand just how difficult it can be to manage your finances effectively so that you’re not only “getting by,”…
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June 15th, 2015

Plan for the Probable; Prepare for the Possible

  Almost nothing in life is certain or guaranteed; many times things don’t go quite according to plan. A healthy dose of bad luck can cause even the most carefully…
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June 10th, 2015

How Investing Habits Differ Between Men and Women

  For years, financial institutions and academics have studied the respective investing habits of men and women. In general, these studies suggest that men invest with more confidence and women…
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June 2nd, 2015

In Retirement, Conventional Wisdom Can Bankrupt You

  When we were all kids, we were told to wear hats in the winter, because you lose most of your body heat through your head. It turns out that’s…
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North Florida’s Retirement Planning Experts

Our certified financial professionals have a unique process to help individuals plan for retirement. Whether you're retiring in a few years or in 20, we'll share valuable news, insight, planning tools & a local perspective.

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