904.288.0103Uncategorized
5 End of Year Money Moves for a Better 2025
5 End of Year Money Moves for a Better 2025 As the year comes to a close, it’s the perfect time to start thinking about your financial goals and strategies…
Read MoreRetiring Early? Don’t Forget About Healthcare Costs
Retiring Early? Don’t Forget About Healthcare Costs Retiring early is a dream for many Americans, but it comes with its own set of challenges. One of the biggest hurdles for…
Read MoreNavigating Retirement Withdrawal Rates: Is Dave Ramsey’s 8% Rule Realistic?
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…
Read MoreNavigating Market Volatility: Strategies for Staying Calm and Focused
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…
Read MoreInterest Rates are Staying High: How to Make them Work in Your Favor
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…
Read MoreShould Retirees Include Bitcoin in Their Portfolios?
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.…
Read MoreBiggest Retirement Regrets (and how to avoid them!)
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…
Read MoreWhat is a Retirement Drawdown Strategy? 4 Tips to Make your Money Last
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…
Read MoreWhat’s Changing in Retirement in 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…
Read MoreCan I Retire Early?
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…
Read More