The PRISM Group of North Florida, Inc.
Phone:
- 904.596.7904
Newsletters
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.