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
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Income Taxes Work
A quick look at how federal income taxes work.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
How Income Taxes Work
A quick look at how federal income taxes work.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
When Markets React
When markets shift, experienced investors stick to their strategy.