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Florida Financial Group
Winterwoods, 2760 SE 17th Street, Building 500-A
 Ocala, FL 34471

Phone:

  • 352-629-9555

Fax:

  • 352-629-4780

E-mail:

  • tpick@financialguide.com
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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Transcript

Newsletters

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • Navigating Financial Conversations with Aging Parents

    Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

  • HOT TOPIC: Geopolitics and the U.S. Financial Markets

    This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC (www.sipc.org).  Supervisory office:  301 E. Pine Street, Suite 800, Orlando, FL 32801 407-992-0530.  Florida Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.  301 E. Pine Street, Suite 800, Orlando, FL 32801.  407-992-0530.

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