Understanding Today’s Financial Environment
I’m Ken Mazzie, a financial professional in Palm Coast, FL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (386) 206-1870.
Helpful Content
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.