by First Coast Wealth Advisor | May 19, 2015 | Financial Planning, Investing Strategies, Retirement planning, Wealth Management, White Papers
It’s time to face it — we are living longer. No matter what your age, you can expect to live much longer than the generations before you. For example, the typical 65-year old couple today has a 30-year joint life expectancy, meaning there is a high...
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 Jeff Helms | Mar 21, 2015 | Retirement planning, Wealth Management
Passing on wealth is an American tradition that stems back to the early founders of this great country. It is a tradition that relies on the art of storytelling. However, it is also a tradition that, in today’s digital age of viral social media campaigns...
by Chris Draughon | Feb 24, 2015 | Financial Planning, Wealth Management
More than $14 trillion is held in tax-deferred retirement account assets such as IRAs, 401(k)s, etc. But many Americans don’t understand the importance of the beneficiary designation form. When it comes to distributing assets, beneficiary designations trump...
