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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|
Camarda Market Pulse™ – get our weekly wealth update
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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.