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
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Saving for College 101
Here’s a crash course on saving for college.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.