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 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
View all articles 
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
View all calculators 
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.