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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Emerging Market Opportunities
What are your options for investing in emerging markets?