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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.