904.288.0103Navigating 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 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 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? 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!) I recently had the chance to sit down with Erin Kennedy, to discuss the biggest retirement regrets that people have and how…
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? 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…
5.9% is the biggest COLA increase in decades. Â Â On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent…
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…
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 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…
