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Financial Advisors and Wealth Management Team
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?Learn More
Got asset protection? How safe is your wealth from financial predators?Learn More
How sunny is your retirement forecast?Learn More
Are excessive taxes bleeding your wealth?Learn More
Got annuities? Could hidden costs and fees be killing your returns?Learn More
Will hidden risks & costs sabotage your investment plan?Learn More
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.” – Barron's
U.S. Personal Savings Rate
What can be learned from the savings rate?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Knowing the rules may help you decide when to start benefits.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How will you weather the ups and downs of the business cycle?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.