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...
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...
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...
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...
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...
by Jeff Helms | Oct 13, 2015 | Planning tools, Retirement planning
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 fact remains that affording retirement today is substantially more difficult...
