Let us guide you through complicated money related issues.
North Florida Money Management is unique because both Alan and Kris are tax preparers, as well as investment and financial planning professionals. We strive to create long term relationships with our clients and in partnership with you, can advise you in all aspects of your finances. In addition to being tax preparers, we hold multiple licenses, including broker, advisory and insurance. We are not limited in our approach and have access to investment tools that others may not have.
We are proud to say that our business has grown because of personal references from satisfied clients. These clients appreciate the partnership they share with us and the convenience of having the same professional guiding them in box taxes and investments. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A collection of tips from professional travelers.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.