Investing for the Long-Term

What does the phrase “long-term” mean to you? For children, long-term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long-term […]

Read More

When One Spouse Retires First

It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with […]

Read More

Ways to Help Increase Retirement Savings and Reduce Your Tax Liability

As we head into the homestretch of this year, two things individuals may be seeking are ways to help maximize retirement savings and minimize 2017 tax liability. One way to […]

Read More

What Type of Investor Are You?

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the […]

Read More

IRS News to Know

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is […]

Read More

Assessing Risk in Retirement Income

When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in […]

Read More

Income Strategies for an 8,000-Day Retirement

By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement or […]

Read More

How Much Retirement Income Should Come From Savings?

According to the Bureau of Economic Analysis, Americans’ personal savings rates are about half of the amount they once were. For the past few years, the personal savings rate has […]

Read More

Potential Reasons to Put the Retirement Countdown on Hold

Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled. During the industrial age, more people worked jobs requiring […]

Read More

Strategic vs. Tactical Asset Allocation

In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these areas. The reality is that […]

Read More

Contact us today!

Jacksonville Office
9428 Baymeadows Road
Suite 100
Jacksonville, FL 32256
Map It

Orange Park Office
165 Wells Rd
Suite 202
Orange Park, Fl 32073
Map It

Scroll to Top