(352) 597-3879 Menu RETIREMENT Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Featured Video Don't Buy The Hype There are a lot of misconceptions about Social Security. Here’s the truth about three of them. Featured Presentation Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Have A Question About This Topic? Name Email Question How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. What's So Great About a Rollover? Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan. RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? ARTICLES CALCULATORS PRESENTATIONS VIDEOS Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. A Meal for All Generations When it comes to generational differences, knowing the facts can be difficult. Women on the Rise Explore the growing influence women wield over the economy with this handy infographic. Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement. Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions. Saving Early & Letting Time Work For You The earlier you start pursuing financial goals, the better your outcome may be. VIEW ALL ARTICLES Contact Coastal Financial Services Office: (352) 597-3879 Fax: (352) 592-7526 5143 Commercial Way Spring Hill, FL 34606 6, 7, 26, 63, 65, FL 215 Life Health and Variable Annuity, and FL Real Estate License Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Coastal Financial Services and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.