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
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Introducing the 530A Accounts
An article explaining 530A Accounts.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Surprises
Making the most of surprises is a great reason to work with us.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.