© 2020 Atlantic Wealth Partners, L.L.C.

Helping Heroes Retire

Helping Heroes Retire

Category: Florida Retirement Planning

Personal Finances Is Your Financial Advisor Doing the Right Thing?

Posted on February 5, 2021 by Gregg Brant

Financial Advisor, Investment Advisor, Broker, “guy”. These are all terms that seem to be used interchangeably when talking to clients. While they might all seem to be the same thing, they can in fact be very different in terms of how your advisor is compensated, where their loyalty lies, and the objectiveness of their advice…. READ MORE

Personal Finances Are you sure your assets are protected?

Posted on January 22, 2021 by Gregg Brant

As the year 2020 comes towards an end we are fielding more questions surrounding asset protection for sworn officers if qualified immunity is lost. There are many layers to asset protection. The best strategy is to address all potential concerns, that way if your qualified immunity is compromised you and your family are protected. Once… READ MORE

Personal Finances “Make Money on your Money”

Posted on January 6, 2021 by Gregg Brant

Most of us have heard the term ‘compound interest’ before, but do you fully understand how it works and how important it is to start early? Compound interest is when you earn interest on interest. The longer the time period the more ‘compounding’ of your account value (the higher the value). The below chart is… READ MORE

Personal Finances Is This Another Tech Bubble?

Posted on October 29, 2020 by Gregg Brant

The year is 2020. We are still in the middle of a global pandemic, and the U.S. Presidential election is less than one week away. To say that there is uncertainty at this time is putting it lightly. The VIX Index, which measures volatility, is currently sitting around 40. The higher the number the more… READ MORE

Personal Finances Trump, Biden & Your Taxes

Posted on October 23, 2020 by Gregg Brant

Presidential nominee Joe Biden’s campaign has proposed many major tax reforms as we near the November 2020 election. Much of this reform targets the legislation enacted by President Trump’s Tax Cuts and Jobs Act (TCJA) of 2017. While these are just proposals for the time being, they provide significant insight into the presidential nominee’s position… READ MORE

Personal Finances Eight ‘Not-So-Obvious’ Retirement Expenses

Posted on October 13, 2020 by Gregg Brant

The enclosed Forbes article outlines eight retirement expenses that aren’t always front-of-mind as you enter the next phase of your life. Some of these are more obvious than others, but a sound financial plan requires anticipating the unexpected. Make sure that your financial professionals are accounting for these items the next time they put a… READ MORE

Personal Finances Social Security: Can You Count on It?

Posted on August 14, 2020 by Gregg Brant

One of the most common questions that I am asked is “Will Social Security be around when I want to take it?”. My answer: it has to be – to some extent. Too many people rely solely on only Social Security, and completely eliminating it would be devastating to many individuals which would cause a… READ MORE

Personal Finances Stimulus Checks: Round 2

Posted on August 4, 2020 by Gregg Brant

The news surrounding the second round of stimulus check has been swirling, but when are the checks going to be issued? That is the million-dollar question. There is always back and forth between the political parties to reach an agreement but right now the clock is ticking. The big concern currently is that there is… READ MORE

Personal Finances New Tax Relief for Required Minimum Distributions

Posted on June 24, 2020 by Gregg Brant

The CARES Act, passed earlier this year, enabled any taxpayer with a Required Minimum Distribution due in 2020 from a defined-contribution retirement plan, including a 401(k), 403(b), or an IRA, to skip those RMDs this year. Yesterday, the IRS issued Notice 2020-51, which provides tax relief to individuals who have already taken a required minimum… READ MORE

Personal Finances Calculating the Madness of the Market

Posted on June 23, 2020 by Gregg Brant

“Back in the spring of 1720, Sir Isaac Newton owned shares in the South Sea Company, the hottest stock in England. Sensing that the market was getting out of hand, the great physicist muttered that he ‘could calculate the motions of the heavenly bodies, but not the madness of the people.’ Newton dumped his South… READ MORE