Strengthening Your Financial Wellness
Welcome to Payne Financial Group, one of Central Florida’s comprehensive financial services firms. With over 100 years of collective experience, we specialize in helping clients navigate the road to retirement and build confidence in their future.
As your advocate, we believe that the strategies and advice we provide should extend well beyond investments alone. Truly successful and holistic solutions take your entire life into account and manage the complexities that come along with it. By drawing on leading industry alliances and relationships with every school district in Florida, we are dedicated to getting your financial house in order.Contact Us
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An inside look at how marginal income tax brackets work.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Do you have causes that you want to support with donations? Here are three tips.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates can pose a threat to investment returns.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are five facts about Social Security that might surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.