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Understanding Today’s Financial Environment

Welcome, we’re North Florida Financial Corporation, a financial organization in Tallahassee, FL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Helpful Content

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Debt Stress

There’s a link between debt and stress.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Protection from a Financial Emergency

A financial emergency can happen to anyone.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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