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First Coast Wealth Advisors
(904) 824-4349
November 23rd, 2015

Year-End Financial Moves to Make Now: New e-Book Now Available

Year-End Financial Moves to Make Now: New e-Book Now Available-media-1

Whether you’re retired, planning to retire soon, or still in the early stages of your career, annual taxes are something that affects everyone. Depending on what stage of life you’re…
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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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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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November 3rd, 2015

An Ode to Yogi Berra

yogi-berra-photo-quote-1

“It’s tough to make predictions, especially about the future.” – The late great Yogi Berra The world lost a great philosopher in September. Legendary Yankee Yogi Berra passed away at the…
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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 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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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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October 6th, 2015

Happy Anniversary! Here’s 6 Principles I’ve Learned in My 30-Year Career

Happy Anniversary! Here’s 6 Principles I’ve Learned in My 30-Year Career-media-1

Thirty years ago this month, I began my career in the financial services industry. Like most 25 year olds, I was sure I knew everything already. And, as usual with…
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October 5th, 2015

3rd Quarter Market Commentary and Outlook

3rd Quarter Market Commentary and Outlook-media-1

Global investment markets contracted during the third quarter, largely due to negative sentiment on China’s slower growth and concerns about softening global demand. For comparative purposes, here’s a snapshot of…
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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.