Investing Tips Jacksonville FL

Good investing can bring peace of mind, security and the lifestyle you and your family want to live. On the other hand, poor investing or not investing can cause a lot of personal and family stress.

Timothy Utecht
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA

Stephen Faries
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, JD, MBA

Carolyn McClanahan
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Expertises
Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MD

Mr. Adam C. Klohr, CFP®
(904) 730-8291
4615 Phillips Hwy
Jacksonville, FL
Firm
Thrivent Financial
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Warren Samuel Miller, CFP®
701 San Marco Blvd
Jacksonville, FL
Firm
Prudential Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Jane Marchand
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, BA

Chris Daunhauer
TrustWell Financial Advisors
(904) 996-7800
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL
Expertises
Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, M.Ed., MBA

Peter North
North & Company, LLC
(904) 688-0685
1620 Brighton Bluff Court
Orange Park, FL
Expertises
Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules, Advising Medical Professionals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Wendy O. Hamilton, CFP®
(904) 346-3460
1301 Riverplace Blvd
Jacksonville, FL
Firm
self-employed

Data Provided by:
Mr. Michael W. Halloran, CFP®
(904) 399-8308
1301 Riverplace Blvd.
Jacksonville, FL
Firm
Northwestern Mutual Investment
Areas of Specialization
Estate Planning

Data Provided by:
Data Provided by:

Investing Tips

Provided by: 

User Image By TopTenReviews Contributor

A financial advisor and friend once told me, ”It doesn’t matter how good of job someone has, if they want to acquire wealth in this life, at some point they are going to have to invest in something.” Investing is something most people will do during their lifetime. They may invest in real estate, life insurance, stocks, bonds, mutual funds or a simple 401K.

Good investing can bring peace of mind, security and the lifestyle you and your family want to live. On the other hand, poor investing or not investing can cause a lot of personal and family stress. Here are a few basic ideas and tips for someone just beginning his or her portfolio:

Start Young

Albert Einstein supposedly called compound interest “the eighth wonder of the world.” The younger you start investing, the less you will have to invest to enjoy the same yield. For example, suppose you have a retirement goal of $500,000 and you want to retire at age 65. (For this example, we’ll use an average return of 6%)

If you start investing at age 35, you will have to invest $498 each month for 30 years for a total of $179,191 to reach you goal. However if you begin to invest at age 55, you will have to invest $3,051 each month, or a total of $366,123 to reach your retirement goal. Money invested while you are young yields a much higher return.

Read the complete article at TopTenReviews.com

Related Video

When Is it Right Time to Invest? (GoodFinancialCents.com)




nSphere provides links to videos hosted on other sites as a convenience to our users and does not control the content of the videos or any other graphic content outside of the nSphere network. nSphere is not responsible, in any way, for any information, advice, content or graphics found in any video linked to this site. All video usage is subject to the terms and conditions of the site upon which such content resides. Users are encouraged to review those conditions upon transferring from this site to any host site.


Mailing Address:
Jacksonville Magazine
1261 King St.
Jacksonville, FL 32204
TEL: (904) 389-3622
FAX: (904) 389-3628
E-mail: mail@jacksonvillemag.com