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Florida Financial Advisors


November Newsletter - Florida Financial Advisors

In the latest issue of the Florida Financial Advisors newsletter, we explore a variety of financial planning topics critical for staying ahead as we approach the end of 2023. From updates on retirement planning following recent legislative changes to actionable tax strategies for the close of the fiscal year, this edition is packed with insights designed to guide you through the complexities of the current financial landscape.
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October Newsletter - Florida Financial Advisors

In this October 2023 newsletter from Florida Financial Advisors, we address several pertinent financial topics:
  • Uneven Jobs Recovery: Exploring the post-pandemic job market landscape and its shifts among various industries.
  • College Forecast: Highlighting the changing perception of the value of higher education and its impact on college enrollment and costs.
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September Newsletter - Florida Financial Advisors

Welcome to our September edition, keeping you updated with the latest financial insights. Here's an overview of what's covered:
  • Employee Access to Roth 401(k) Plans on the Rise: Exploring the trend and benefits.
  • New Life for Your Old Insurance Policy: Making decisions about existing policies.
  • Four Key Objectives of a Sound Retirement Plan: Strategies for robust retirement planning.
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Investment Planning 101: Tips and Strategies for Long-Term Wealth Growth

Are you looking to build long-term wealth but unsure where to start? Investing can seem intimidating at first, but with the right guidance and strategies from Florida Financial Advisors, it can be a powerful tool for achieving your financial goals. Contact us today to get started, and as you read, we will explore tips and strategies for long-term wealth growth through investment planning. Maximizing Your Employer Benefits Package When it comes to building wealth, your employer benefits package
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Florida Financial Advisors Wins 2022 City’s Best Award

The City’s Best Awards judging panel honored Florida Financial Advisors with the 2022 City’s Best Award based on their outstanding service and customer satisfaction over the last year. Competition for the award was high due to the businesses opening in the area, despite the downturn recently in commerce due to the pandemic. Several businesses stood out from the crowd, but Florida Financial Advisors came out on top.
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Paul Adkins: The Physician’s Financial Advisor

Paul Adkins, a comprehensive financial planner with Florida Financial Advisors and specializes in helping physicians, offers optimized plans for physicians to improve their financial outcomes. Through his experience working with physicians, Paul discovered three key areas that most doctors are not taking full advantage of: In this three-part series video & blog, Paul discusses how he helps
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Five things you can do today to start planning for retirement

The best time to start planning for retirement is now, no matter what your age. Considerations will be different based on how close to retirement you are, but the earlier you start planning, the better. Here Are Five Things You Can Do Today To Start Planning For Your Retirement 1. Calculate How Much You’ll Need To Save. The general rule of thumb is that you’ll want to save 70%
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Top five tips to help you identify the right financial advisor for you

A financial advisor can provide you with the necessary guidance to navigate what can sometimes be a daunting landscape. However, it’s important to pick one that’s right for you. A retiree, a small business owner, and a young professional all have very different needs and priorities. Thus, it’s important to know what to look for when you need a financial advisor. 
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck