KBT Wealth Solutions

KBT Wealth Solutions We are a full-service financial services firm offering a full range of wealth solutions. KBT Wealth Solutions and Cambridge are not affiliated.

KBT Wealth Solutions is a full-service financial services firm based in DeLand, Florida. Our firm offers a full range of wealth solutions to individuals and small businesses. We help to advise on how to achieve your goals and dreams and continually remind you of the importance of maintaining a disciplined approach. Our team is dedicated to going above and beyond at all times, "working together in

all seasons of your life". We provide portfolio analysis, personalized financial planning, asset allocation design, wealth management, retirement and estate planning services, lifetime income strategies, college funding strategies, and more. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

03/27/2026

It's natural to be concerned with the economic impact of the war with Iran.

What 2025 Taught Us About Staying the Course
12/12/2025

What 2025 Taught Us About Staying the Course

Some years pass quietly. 2025 wasn't one of them.Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded.2025 M...

Common Retirement Regrets—And Proactive Moves to Consider
12/09/2025

Common Retirement Regrets—And Proactive Moves to Consider

Many people don’t regret being retired. They regret how they got there.1“I wish I had saved earlier.”“I didn’t think long-term care would matter.”“I should’ve waited to claim Social Security.”Hindsight hits hard when it’s tied to your potential freedom and options.The good news? ...

One Economy, Two Realities: Understanding Today's Economic Divide
11/19/2025

One Economy, Two Realities: Understanding Today's Economic Divide

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the...

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)
11/10/2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

These conversations aren’t easy.Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive.But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conv...

What Recent Inflation Signals Mean for Financial Planning
10/31/2025

What Recent Inflation Signals Mean for Financial Planning

Inflation has been the boogeyman of the economy for months.Sticky prices. Rising gas costs. A looming rate hike.The latest report provided useful data for planning ahead.When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers pro...

Rethinking Retirement: Why True Wealth Is More Than Money
10/14/2025

Rethinking Retirement: Why True Wealth Is More Than Money

Rethinking Retirement: Why True Wealth Is More Than MoneyYou’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.But here’s the truth most planning overlooks: even with a solid financial plan, your ideal ...

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)
11/21/2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg
10/25/2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.

Negotiating a Great Mortgage in a High Rate Environment
10/20/2023

Negotiating a Great Mortgage in a High Rate Environment

Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.

IRS Changes Inheritance Rules: Protecting Your Legacy
10/11/2023

IRS Changes Inheritance Rules: Protecting Your Legacy

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.

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324 E. Church Street, Suite 104
Deland, FL
32724

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