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Year-End Tax Planning Strategies – Let your Financial Advisor be your guide

By FirstWave Financial®
Amidst the holiday hustle, choosing the right financial advisor is like finding that special present under the tree. Move beyond the allure of superior returns; a stellar financial advisor brings a sleigh full of benefits.

At our wealth services firm in Satellite Beach, FL, we emphasize the qualities that make the season bright. From expertise in personal financial planning to being a fiduciary dedicated to your best interests, we’ve got the holiday magic.

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The Holiday Crunch – Is Debt Good or Bad?

By FirstWave Financial®
‘Tis the season for financial insights!
As we navigate the holiday season, are you wondering about the right amount of debt to carry, and how much is TOO much during the Christmas holiday season? Our expert WealthCoaches™ help to break it down. Avoid the naughty list with high-interest, variable-rate debt (hello, credit cards!).
Not sure how much festive debt you can handle?

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Unlocking WealthConfidence – How Tax Laws Shape Your Financial Future

By FirstWave Financial®

Tax law and policy have taken many different shapes and forms over the years. Their primary purpose is the generation of revenue, with individual income taxes contributing approximately 50% to the annual US federal budget. Another purpose of tax laws and policies is to affect economic and social behavior. Investing in stocks comes with the risk that you could lose some or all of your investment.

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Hurricane Storms are here! Protect your home inventory.

In 2016, the homes of two friends were victims of Hurricane Matthew. The good news was that they were both fully and properly insured for these events. One had a home inventory, the other did not, and they had very different experiences when filing insurance claims for items lost and destroyed.

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The Greatest Gift Podcast

We kick off our Christmas series with “The Greatest Gift” with WealthCoach™ Jamie Ostrander.  It’s a Wonderful Life has some key elements that we place in every financial plan.  We start every plan with a simple yet profound question; what is important

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Year-End Tax Planning Strategies – Let your Financial Advisor be your guide

By FirstWave Financial®
Amidst the holiday hustle, choosing the right financial advisor is like finding that special present under the tree. Move beyond the allure of superior returns; a stellar financial advisor brings a sleigh full of benefits.

At our wealth services firm in Satellite Beach, FL, we emphasize the qualities that make the season bright. From expertise in personal financial planning to being a fiduciary dedicated to your best interests, we’ve got the holiday magic.

Read More...

Money Lessons from the Grinch

Unwrap financial wisdom this holiday season with our Christmas series podcast, “Festive Finances: Lessons from The Grinch” with WealthCoach™ & Retirement Plan Specialist Robert DeVries. Drawing inspiration from Dr. Seuss’s timeless tale, we offer 3 tips to keep your holiday spending

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The Holiday Crunch – Is Debt Good or Bad?

By FirstWave Financial®
‘Tis the season for financial insights!
As we navigate the holiday season, are you wondering about the right amount of debt to carry, and how much is TOO much during the Christmas holiday season? Our expert WealthCoaches™ help to break it down. Avoid the naughty list with high-interest, variable-rate debt (hello, credit cards!).
Not sure how much festive debt you can handle?

Read More...

Marriage – Your Personal Merger

Join us today with President & WealthCoach™ Laura Chiesman, as she dives into “Marriage, Your personal merger” which promises to empower, educate, and entertain as we navigate the intricate currents of the financial world.  https://firstwavefinancial.podbean.com/e/first-waves-podcast-marriage-your-personal-merger/

Read More...

Unlocking WealthConfidence – How Tax Laws Shape Your Financial Future

By FirstWave Financial®

Tax law and policy have taken many different shapes and forms over the years. Their primary purpose is the generation of revenue, with individual income taxes contributing approximately 50% to the annual US federal budget. Another purpose of tax laws and policies is to affect economic and social behavior. Investing in stocks comes with the risk that you could lose some or all of your investment.

Read More...