Florida Financial Group
Winterwoods, 2760 SE 17th Street, Building 500-A
Ocala,
FL
34471
Phone:
- 352-629-9555
Fax:
- 352-629-4780
E-mail:
Newsletters
-
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Lease Payment
How much would your monthly lease payment be?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.