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First Coast Wealth Advisors
(904) 824-4349

Archive for the ‘Planning tools’ Category

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 19th, 2015

New Federal Budget Ending These 2 Powerful Social Security Strategies

New Federal Budget Ending These 2 Powerful Social Security Strategies-media-1

Changes to Social Security law catch experts by surprise Squirreled away in the federal budget deal passed on November 2nd was an unwelcome surprise for those approaching retirement age: changes…
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November 16th, 2015

The Best Financial Resources To Follow (At Any Age)

The Best Financial Resources To Follow (At Any Age)-media-1

Navigating your finances is never easy, and regardless of how much you know about investing, there are always opportunities to expand your knowledge. Depending on your level of knowledge, there…
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October 27th, 2015

4 Tips for Avoiding Beneficiary Designation Errors

4 Tips for Avoiding Beneficiary Designation Errors-media-1

Most of us set up our retirement accounts, name a beneficiary and never think about that designation again. However, it is important to review your chosen beneficiaries on a regular…
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October 13th, 2015

This Isn’t Your Parents’ Retirement!

This Isn’t Your Parents' Retirement!-media-1

It’s no secret that a lot has changed since the days of our parents’ retirements. Whether you’ve already begun saving for retirement or have no idea where you stand, the…
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August 7th, 2015

Preparing for Unexpected Early Retirement: What You Need to Know

Preparing for Unexpected Early Retirement: What You Need to Know-media-1

Most of us have a pretty good idea about when we’d like to retire, but expectations don’t always equal reality. In fact, according to a recent study by Voya, 60%…
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April 23rd, 2015

7 Important Financial Steps to Take In the Event of Divorce

7 Important Financial Steps to Take In the Event of Divorce-media-1

When getting married, no one imagines that they’re going to end up divorced down the road. Still, the American Psychological Association estimates that between 40 to 50 percent of marriages in the…
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April 20th, 2015

The Difference Between Growth Investing & Value Investing Explained

  We get that you’re expecting to see your money grow when you invest it. Investing requires careful planning, and your return on investment will depend on the approach you…
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April 8th, 2015

U.S. Trends in Charitable Giving

  As the U.S. economy has continued to stabilize, Americans have begun to increase their contributions to charitable organizations. In 2013, Americans gave an estimated $335.17 billion to charities. When…
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March 18th, 2015

Your Emergency Fund: How Much is Enough?

  An emergency fund provides a financial cushion should you lose your job or have an immediate need for a lot of cash. However, it’s hard to determine “how much”…
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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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