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We help individuals and families pursue their ideal retirements.

Navigating Retirement Withdrawal Rates: Is Dave Ramsey’s 8% Rule Realistic?

By kyle | August 27, 2024 |

Navigating Retirement Withdrawal Rates: Is Dave Ramsey’s 8% Rule Realistic? As we navigate the ever-evolving landscape of retirement planning, one piece of advice that has recently sparked a lot of…

Navigating Market Volatility: Strategies for Staying Calm and Focused

By kyle | August 14, 2024 |

Navigating Market Volatility: Strategies for Staying Calm and Focused In the ever-changing landscape of the financial markets, volatility can be a source of anxiety for many investors. However, as seasoned…

Interest Rates are Staying High: How to Make them Work in Your Favor

By kyle | July 2, 2024 |

Interest Rates are Staying High: How to Make them Work in Your Favor I recently had the opportunity to speak with Erin Kennedy about how retirees and pre-retirees can respond…

Should Retirees Include Bitcoin in Their Portfolios?

By kyle | June 6, 2024 |

Should Retirees Include Bitcoin in Their Portfolios? I recently had an interesting discussion with Erin Kennedy about whether retirees should consider investing in bitcoin as part of their retirement portfolio.…

Biggest Retirement Regrets (and how to avoid them!)

By kyle | May 20, 2024 |

Biggest Retirement Regrets (and how to avoid them!) I recently had the chance to sit down with Erin Kennedy, to discuss the biggest retirement regrets that people have and how…

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 Many of us spend decades building up a retirement nest egg. But when it comes time to…

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…