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Understanding The 2021 Limited Retirement Option

Understanding The 2021 Limited Retirement Option

by Chris Draughon | Mar 3, 2021 | Financial Planning, Retirement planning

Do you understand the 2021 Limited Retirement Option? On February 23rd, Jacksonville’s City Council enacted Ordinance 202-529-E adding the 2021 Limited Retirement Option to the City’s retirement plan. As of the time of the writing, the legislation still requires the...

The SECURE Act: Retirement Planning Forever Changed?

by Chris Draughon | Jan 22, 2020 | Estate planning, Financial Planning, Retirement news, Retirement planning

By now you have likely heard that Congress passed, and the President signed into law sweeping changes to America’s retirement system as part of the 2020 Appropriations bill. The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) has the...
Year-End Financial Moves to Make Now: New e-Book Now Available

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

by First Coast Wealth Advisor | Nov 23, 2015 | Retirement planning, Taxes, White Papers

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 in, there are several steps you can take to ensure you’re getting the most out of...
New Federal Budget Ending These 2 Powerful Social Security Strategies

New Federal Budget Ending These 2 Powerful Social Security Strategies

by Chris Draughon | Nov 19, 2015 | Planning tools, Retirement planning, Social security, What We're Reading

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 to social security rules that effectively put an end to the...
4 Tips for Avoiding Beneficiary Designation Errors

4 Tips for Avoiding Beneficiary Designation Errors

by Chris Draughon | Oct 27, 2015 | Estate planning, Planning tools, Retirement planning

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 basis, not only to ensure you still want the beneficiary on the account, but also to...
New White Paper: 5 Important Financial Milestones to Reach in Your 40s

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

by First Coast Wealth Advisor | Oct 20, 2015 | Financial Planning, Retirement calculators, Retirement planning, White Papers

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 opened your own business. Your hard work is paying off and you’re beginning to reap the rewards, but...
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