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Latest Articles

Retirement

  • How Women Can Prepare For Retirement
  • FIRE Retirement
  • Split Annuity Strategy
  • Helpful Retirement Strategies for Women
  • Introducing the 530A Accounts
  • 9 Facts About Retirement

Investment

  • Understanding Equity Compensation
  • Estimating the Cost of College
  • How Stocks Work
  • Pullbacks, Corrections, and Bear Markets
  • How to Invest in LGBTQ+ Friendly Companies
  • The Pros and Cons of an NUA Strategy
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream

Estate

  • 3 Estate Challenges for Blended Families
  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • A Brief History of Estate Taxes

Insurance

  • The Value of Insuring Against Life’s Risks
  • Dog Bites Neighbor. Now What?
  • The Cost of Medical Care
  • What to Look for in an Extended-Care Policy
  • Inventorying Your Possessions

Money

  • Saving Early & Letting Time Work for You
  • Exploring the Federal Student Grant Program
  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores
  • Making a Charitable Contribution
  • Buying vs. Leasing a Car
  • Making Sense of HSAs and FSAs

Lifestyle

  • Retiring Wild: National Parks and You
  • Financial Aid for Students 101
  • Personal Finance Tips for Military Families
  • Pickleball in Retirement
  • A Path to Serenity and Smart Money Choices
 

Contact

Office: 407-739-3620

952 International Parkway

#104

Lake Mary, FL 32746

info.fwp@prudential.com

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Alex Utsey, Daniel Polon, Nicole Granakos, and Amaris Turner are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. 

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