Contact

P: (904) 824-4349
F: (904) 829-1140

info@firstcoastadvisors.com

400 North Ponce de Leon Boulevard
St. Augustine, FL 32084
View Google Map »


Email Us

* indicates required field
First Coast Wealth Advisors
(904) 824-4349

Retirement Planning Resources & Publications

Periodically, we author important articles for our peers in the industry and publish white papers to help you better understand the sometimes complex world of retirement planning. We are also sought-after speakers on the topics of pensions, retirement planning, and asset management. Click on a report or e-book below for more information and to download your complimentary copy.

Free Reports & e-Books

 

8 Year-End Financial Moves to Boost Your Tax Return8 YEAR-END FINANCIAL MOVES TO BOOST YOUR TAX RETURN

Whether you’re retired, planning to retire soon, or still in the early stages of your career, annual taxes are something that affects everyone. This free guide provides valuable information to help you maximize your taxes, at any age and level of income.
→ Download Now

WILL YOU OUTLIVE YOUR RETIREMENT ASSETS?

In this complimentary white paper, we review the planning strategies of the past and why they don’t work today, the key risks retirees are facing and common sense approaches to budget planning for retirement.
→ Download Now

fcwa-retirement-planning-wp-cover-sm5 IMPORTANT FINANCIAL MILESTONES TO REACH IN YOUR 40s

At this time in your life, you’ve explored and chosen a career path — maybe even started a family or opened your own business. Your hard work is paying off and you’re starting to reap the rewards, but is your retirement planning aligned with the goals you have for your future? This free guide provides the checklist you need to stay on track.
→ Download Now

fcwa-estate-planning-wp-cover-smPROTECTING YOUR LEGACY: NAVIGATING THE COMPLEXITIES OF ESTATE PLANNING

You’ve spent a lifetime building your legacy. But do you have a plan in place to protect it if something were to happen to you? And if you do, how confident are you in that plan? In this FREE guide, you’ll learn about traditional wills vs. living wills, the advantages of revocable living trusts, digital estate planning to protect your online assets, and much more.
→ Download Now

fcwa-retirement-savings-check-wp-cover-smTAKING THE PULSE OF YOUR RETIREMENT SAVINGS: 5 FACTORS TO KEEP YOUR RETIREMENT PLAN ON TRACK

Have you wondered how your retirement savings stacks up? Have you saved up enough? And how much is “enough,” anyway? This e-book will help you make sense of these factors and give you the tools you need to better evaluate your retirement savings.
→ Download Now

7 steps to financial planning for divorcees free SEVEN STEPS TO FINANCIAL PLANNING FOR DIVORCEES

Whether you’re in the process of going through a divorce right now or are considering divorce, it’s a good idea to have a financial plan in place. In this complimentary white paper, we review seven important financial steps all divorcees need to take.
→ Download Now

fcwa-social-security-wp-cover-smTHREE SECRETS TO MAXIMIZING YOUR SOCIAL SECURITY BENEFITS

In this complimentary white paper, learn how to use Social Security income to reduce your federal income tax more than 50 percent. Also learn why claiming benefits early is often the wrong thing to do, and how coordinating your benefits can result in $100,000s more lifetime income.
→ Download Now

fcwa-asset-class-investing-wp-cover-smTIRED OF CHASING RETURNS? CATCH THEM WITH ASSET CLASS INVESTING

In this complimentary white paper learn how, compared to the typical mutual fund portfolio, Asset Class Investing can offer Lower overall costs, improved tax efficiency, increased diversification, better risk exposure to an asset class and potentially better long-term performance.
→ Download Now

*Disclaimer: Asset Class Investing does not guarantee a gain or protect from a loss and involves risks, including the loss of principal.

Investing & Retirement Planning Books

Jeff Helms, founder of First Coast Wealth Advisors, has authored two books on the subject of retirement planning.

GENERATION R: A RETIREMENT NATION AT RISK: HOW YOU CAN ESCAPE THE COMING RETIREMENT CRISIS

book01Inside this book, you’ll find the tools and the knowledge you need to succeed: Learn the 5 Key Risks everyone will face in retirement. Discover simple, common sense investment strategies any reader can master.

→ DOWNLOAD FREE SAMPLE (Section 1)
→ Buy Now on Amazon

WHAT GREAT INVESTORS KNOW: FIVE SIMPLE STEPS TO ACHIEVING YOUR FINANCIAL INDEPENDENCE

book02Becoming A Great Investor: Five Simple Steps to Your Financial Independence is an invaluable resource for helping investors understand and make better investment decisions.

→ Buy Now on Amazon