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We help individuals and families pursue their ideal retirements.

Biggest Retirement Regrets (and how to avoid them!)

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

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?

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?

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

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

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

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

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

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?

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

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…

“Green Shoots” in the Economy

April 22, 2021

Some examples to consider.    Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks.   Retail sales…