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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.