Financial Strategies of Amelia

Financial Strategies of Amelia I specialize in retirement income planning. It is more important to live richly than die rich. member FINRA/SIPC. www.finra.org. www.sipc.org.

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Licensed in FL, GA, CO, ME, TX and VA. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience

04/06/2026

The magic number might get bigger, but retirement doesn't have to feel impossible. Here's how to make the goal feel more doable.

02/12/2025

Markets were rattled after inflation came in hotter-than-expected in January. Consumer prices accelerated last month, rising 3% year-over-year. That's fueling concerns the Fed will keep rates high. Stocks tumbled and bond yields spiked.

10/24/2024

During the Medicare Open Enrollment Period review your coverage and make necessary changes.

Nicola Pre birthday drinks on Fin!
10/13/2024

Nicola
Pre birthday drinks on Fin!

07/10/2024

More wealthy folks have been turning to a creative strategy to mitigate taxes on stock portfolio gains by transferring ownership of assets to their parents instead of their kids. Called “upstream planning”, the idea is to get appreciated assets out of an estate to an older generation, then later...

06/26/2024

The biggest issue with the category of retirement planning as a niche is that it is nearly impossible to stand out since most advisors focus on the same market. In this article, Kristen Luke shares ways which you can fine-tune your niche for viability:

-Pain: Is there a way to refine your niche to focus on those who experience significant pain regarding their problem?
-Urgency: Is there a way to refine your niche to focus on those who feel a heightened urgency to solve their problem? S
-Complexity: Can you redefine your niche to target those with a special need or requirement that other advisors aren't addressing?
-Dominance: How can you narrow down your niche to make it more specialized and something you can potentially dominate?
More in the link: https://bit.ly/4dIMzhX

Stunning!
01/21/2024

Stunning!

Canyon de Chelly National Monument In Arizona,USA

01/21/2024

A bad sequence of returns can deplete a portfolio in retirement, but in fact, it's far more common for favorable sequences to create an excess of wealth.

01/21/2024

When advisors work beyond retirement age, they owe it to clients to have a succession plan or a younger generation advisor in place.

12/11/2023

The IRS is charging 8% interest on estimated shortfalls, up from 3% two years ago, one of the many effects of rising interest rates.

10/17/2023

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Address

2338 S 8th Street
Fernandina Beach, FL
32034

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19043052608

Website

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