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.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Beware of these traps that could upend your retirement.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Learn about the rise of Impact Investing and how it may benefit you.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
What does your home really cost?
Do you know how to set up your financial goals for success? This knight does.
$1 million in a diversified portfolio could help finance part of your retirement.
This video discusses issues related to your retirement accounts when you move on from your job.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.