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
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Infographic: Life Insurance: The Basics
A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.
The 12 Steps to Living Confidently: How to Set Up a Budget
Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…
Leveraging Whole Life to Pass on Wealth
Using whole life to transfer wealth when it comes to paying estate taxes
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
The Best Apps in Travel
Technology tips to make your next trip even better.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.