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Headquartered in Fleming Island near Orange Park, Ponte Vedra and Jacksonville, Camarda offers fiduciary wealth and financial planning & portfolio advice to clients across Florida and the Southeast. Since 1993, we have provided investment, retirement, tax estate planning, asset protection, real estate and business advice designed to help families get wealthier with less tax and risk. Learn More

Shortchanging yourself on Social Security?

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Got asset protection? How safe is your wealth from financial predators?

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How sunny is your retirement forecast?

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Are excessive taxes bleeding your wealth?

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Got annuities? Could hidden costs and fees be killing your returns?

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Will hidden risks & costs sabotage your investment plan?

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Financial Education Library – wealth wisdom organized by category for quick searches and fast learning
Investment Management
Asset Protection
Estate Planning
Retirement Funding
Tax Reduction
Financial Planning
Choosing Advisors
Insurance & Annuities

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Jeff Camarda is “one of the best financial advisors in America…best people in the business…truly great financial advisors…accepted in the industry…(as) top 1%...(set) the highest standards of their profession.” – Barrons

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

How Income Taxes Work

A quick look at how federal income taxes work.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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