FINANCIAL PLANNING PORTFOLIO MANAGEMENT RISK MANAGEMENT ESTATE & CHARITABLE PLANNING
WHAT MAKES US DIFFERENT TEAM COMMUNITY SUPPORT
Align Your Financial Interests With Your Life. Talk To Day Hagan.

Align your financial interests with your life.

IT’S TIME TO TALK TO DAY HAGAN.

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ADVICE that fits your life

we listen to you to gain a deeper understanding of your situation, goals, and risks. using our combined 120 years of professional experience, we develop, help you implement, monitor, and adjust strategies customized to you.

 
 

Have you mapped out all of your financial goals?

 
 
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Review our website to better understand what we do and how we do it. Then schedule a free “Get Acquainted” meeting by calling (941) 330-1702.

 
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At your first meeting, we will work with you to determine how our team can best help you. If both parties agree that we are a good fit, we will schedule a follow-up meeting and ask you to complete and return our Client Intake Form.

 
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At our next meeting, we will review your responses on the Client Intake Form, your existing financial account information, and any other information you share with us to build a dynamic, real-time, comprehensive financial plan.

 

ARE YOU A RISK TAKER?
FIND OUT HERE.

 

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 LATEST INSIGHTS

Featured
FINANCIAL PLANNING TIDBITS: 2025 CONTRIBUTION LIMITS AND STANDARD DEDUCTION ANNOUNCED
Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: 2025 CONTRIBUTION LIMITS AND STANDARD DEDUCTION ANNOUNCED
Insights, Financial Planning Tidbit

The IRS adjusted the 2025 contribution limits for some retirement accounts, and next year will be the first implementation of a new provision for earners age 60 through 63.

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Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: 2024 TAX EXTENSIONS AND RELIEF OPTIONS FOR STORM-AFFECTED AREAS
Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: 2024 TAX EXTENSIONS AND RELIEF OPTIONS FOR STORM-AFFECTED AREAS
Insights, Financial Planning Tidbit

For taxpayers impacted by recent storms across the Southeastern United States, the IRS has extended key deadlines for filing and paying 2024 taxes and provides guidance for relief.


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Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: RMDs Restart in 2025 for Post-2020 Inherited IRAs
Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: RMDs Restart in 2025 for Post-2020 Inherited IRAs
Insights, Financial Planning Tidbit

Although the IRS has waived 2024 required minimum distributions for non-spousal IRAs inherited after 2020, heirs must take mandatory distributions starting in 2025.


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Insights, Financial Planning Tidbit
MARKET UPDATE AUGUST 7, 2024
Insights, Market Update
MARKET UPDATE AUGUST 7, 2024
Insights, Market Update

The market is on a notable upswing, with the MAG 7 stocks (TSLA, AAPL, AMZN, GOOG, MSFT, META, NVDA) leading. The ETF that focuses on these top stocks has seen an impressive 23.77% increase this year and a remarkable 34.52% increase over the past 12 months. In contrast, the equal-weighted S&P (RSP) has experienced a modest 5.10% increase this year and a 10.49% increase over the past 12 months.

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Insights, Market Update
MARKET UPDATE JANUARY 10, 2024
Insights, Market Update
MARKET UPDATE JANUARY 10, 2024
Insights, Market Update

Last year saw equity markets climb a wall of worry as most major equity indexes saw double-digit growth despite the majority of pundits calling for a recession during the year. Our models started getting bullish in October 2022 and remained that way for much of 2023. After the robust rally we saw in the fourth quarter, our sentiment models indicate that market participants may be overly optimistic.

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Insights, Market Update
FINANCIAL PLANNING TIDBITS: 2024 CONTRIBUTION LIMITS AND STANDARD DEDUCTION ANNOUNCED
Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: 2024 CONTRIBUTION LIMITS AND STANDARD DEDUCTION ANNOUNCED
Insights, Financial Planning Tidbit

The IRS announced the 2024 contribution limits for retirement accounts. While they are not rising by as much as they did last year, they are still increasing.


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Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: WHAT HAPPENS TO MY FLORIDA HOME WHEN I PASS AWAY?
Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: WHAT HAPPENS TO MY FLORIDA HOME WHEN I PASS AWAY?
Insights, Financial Planning Tidbit

How your real estate in Florida is handled at your passing depends on the type of plan you put in place beforehand.

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Insights, Financial Planning Tidbit
MARKET UPDATE SEPTEMBER 29, 2023
Insights, Market Update
MARKET UPDATE SEPTEMBER 29, 2023
Insights, Market Update

Interest rates are rising, and decreasing liquidity in the markets continues to put pressure on the economy. However, the recent market pullback and low current investor equity exposure are presenting the opportunity for a rally in the fourth quarter.

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Insights, Market Update
FINANCIAL PLANNING TIDBITS: NEW RMD RULES (AGAIN)
Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: NEW RMD RULES (AGAIN)
Insights, Financial Planning Tidbit

The government has again changed the required minimum distribution (RMD) age for those with retirement accounts, as well as offered new guidance for RMD-subjected IRAs inherited after 2020.

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Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: WHAT'S A REVERSE MORTGAGE?
Insights, Financial Planning Tidbit
FINANCIAL PLANNING TIDBITS: WHAT'S A REVERSE MORTGAGE?
Insights, Financial Planning Tidbit

Reverse mortgages, like any financial product, have their place, but it’s important to understand exactly how they work before committing to one.

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Insights, Financial Planning Tidbit