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Election 2020 - Managing Your Emotions.

Submitted by Palm Planning Group | Retirement & Financial Planning on October 19th, 2020

45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1

No matter how you look at it, that’s a startling statistic.

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Before You Claim Social Security

Submitted by Palm Planning Group | Retirement & Financial Planning on July 29th, 2020

A few things you may want to think about before filing for benefits.

Provided by Alejandro Lofaso

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

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Advisor Views - The Uncommon Average

Submitted by Palm Planning Group | Retirement & Financial Planning on January 16th, 2018

A feature from Anthony M. Lofaso. Advisor Views offers timely investment news and market updates designed to keep you informed, while attempting to enhance your overall investment experience.

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Life Insurance: A Key Component of a Financial Plan

Submitted by Palm Planning Group | Retirement & Financial Planning on August 25th, 2017

If asked what comes to mind when thinking of financial planning, many would likely mention topics such as saving for retirement, planning for college, creating strategies for retirement income, or structuring a portfolio with an eye toward maximizing tax efficiency.

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Video: Green Energy as an Investment Strategy

Submitted by Palm Planning Group | Retirement & Financial Planning on February 14th, 2017

Green, clean energy has reached new heights in North America. There are more hybrids than ever on the streets, wind turbines out above the cornfields, solar panels on roofs, and even that new convenience store down the street is LEED certified. It’s not a trend; it’s a shift away from fossil fuels—oil, coal, and natural gas.

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Keep Health Care Costs Down While Caring for a Child with Special Needs

Submitted by Palm Planning Group | Retirement & Financial Planning on December 8th, 2016

There is no getting around it—health insurance is complex and complicated. You have to have it and there is no one-size-fits-all solution. And, when your child is living with a special need it makes the whole process even more complicated. Finding in-network specialists, scheduling exams, and keeping track of copayments and deductibles can be exhausting.

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Social Security Eligibility (Video)

Submitted by Palm Planning Group | Retirement & Financial Planning on September 8th, 2016

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Your Longevity Compounds the Inflation Risk of Your Retirement Income

Submitted by Palm Planning Group | Retirement & Financial Planning on April 20th, 2016

It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our longevity.

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Saving Early & Letting Time Work For You

Submitted by Palm Planning Group | Retirement & Financial Planning on November 18th, 2015

As a young investor, you have a powerful ally on your side: time. When you start saving and investing for retirement in your twenties or thirties, you can put it to work for you. 

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Dealing With Sudden Retirement

Submitted by Palm Planning Group | Retirement & Financial Planning on November 18th, 2015

What if you are laid off or forced into retirement before 65, or even before 60? If that happens to you, what do you do in response now that the next phase of your life is starting sooner than you planned?

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Archived Blog

  • October 2020 (1)
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  • January 2018 (1)
  • August 2017 (1)
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  • December 2016 (1)
  • September 2016 (1)
  • April 2016 (1)
  • November 2015 (3)

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Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).
Palm Planning Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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