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We help individuals and families pursue their ideal retirements.

Should Retirees Include Bitcoin in Their Portfolios?

By kyle | June 6, 2024 |

Should Retirees Include Bitcoin in Their Portfolios?   Fidelity recently published a white paper titled: The Case for Bitcoin. Fidelity researchers state that a 2% allocation to Bitcoin could allow…

Biggest Retirement Regrets (and how to avoid them!)

By kyle | May 20, 2024 |

Biggest Retirement Regrets (and how to avoid them!) According to a recent report from Consumer Affairs, 60% of seniors have regrets about how they prepared (or didn’t) for retirement. In…

What is a Retirement Drawdown Strategy? 4 Tips to Make your Money Last

By kyle | May 20, 2024 |

What is a Retirement Drawdown Strategy? 4 Tips to Make your Money Last You’ve spent decades building your nest egg. Then, when you retire, you need a plan to stop…

What’s Changing in Retirement in 2024?

By kyle | May 20, 2024 |

What’s Changing in Retirement in 2024? Inflation and the continued phase-in of SECURE Act 2.0 mean changes for savers and retirees. Kyle with First Coast Financial Group and Erin Kennedy…

Can I Retire Early?

By kyle | May 20, 2024 |

Can I Retire Early? A recent survey of 2 thousand retired Americans found that they’d expected to retire at 63.2 years old, but instead retired at 61.5, and one in…

The Social Security Administration Announces 2022 COLA

By kyle | October 14, 2021 |

5.9% is the biggest COLA increase in decades.     On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent…

4th Quarter Market Outlook

By kyle | October 12, 2021 |

After almost 211 days without a correction of any kind, markets finally took a break here in September. Political tensions/drama, continued supply chain challenges, and the rising cost of energy…

Weekly Economic Update 10/4/2021

By kyle | October 4, 2021 |

In this week’s recap: Stalemate in the Capitol; Powell says inflation may stay longer than expected. Weekly Economic Update   October 04, 2021   THE WEEK ON WALL STREET Higher…

Mixed Signals on Inflation

By kyle | August 18, 2021 |

Mixed Signals on Inflation What to know as markets look forward.   Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone.   Consumer prices…

Potential Expansion of the SECURE Act in the Works

By kyle | June 11, 2021 |

Some potential benefits of the Securing a Strong Retirement Act.   Kyle Boston   Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to…

Cryptocurrency in Everyone’s Portfolios?

By kyle | June 2, 2021 |

Cryptocurrency in the Institutional Space Kyle Boston, Vice President First Coast Financial Group   The crypto-craze has reached far and wide at this point in time. With the SEC on…

Inflation Concerns Mounting: Buffett and Powell Talk Inflation

By kyle | May 12, 2021 |

The Oracle of Omaha and the Fed Chair seem to be at odds.   What does it mean when two of the most powerful voices in American financial life seem…