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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
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Bonds may outperform stocks one year only to have stocks rebound the next.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Probate can be a completely public process, or it can be managed to include as little information as possible.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.