by First Coast Wealth Advisor | Apr 23, 2015 | Financial Planning, Planning tools, Wealth Management
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 U.S. end in divorce. As such, it never hurts to plan accordingly...
by Chris Draughon | Apr 20, 2015 | Investing Strategies, Planning tools, Wealth Management
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 take, the investments in your portfolio, and the overall health of the market. Both...
by Jeff Helms | Apr 8, 2015 | Planning tools, Wealth Management
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 giving to charities, there are a few viable options,...
by Chris Draughon | Mar 18, 2015 | Planning tools, Retirement planning
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” you’ll need or where this money should be kept. There isn’t one correct answer to...
by First Coast Wealth Advisor | Nov 4, 2014 | Planning tools, Retirement planning, White Papers
Does the fact that you could outlive your assets keep you awake at night? It’s happening to people every day as we’re living longer and most retirement plans didn’t account for this longevity. Download this free report to learn common sense...
by First Coast Wealth Advisor | Oct 27, 2014 | Planning tools, Social security, White Papers
Add thousands of dollars to your income with these Social Security Secrets. What you’ll learn in this FREE report: Claiming benefits early is often the wrong thing to do. Coordinating your benefits can result in $100,000s more lifetime income. Use Social Security...
