Call Us (904) 646-0310 ☰ ˟
Logo
Call Us: (904) 646-0310
  • Home
  • Get A Quote
    • AutomobileImage of right arrow
      • Auto Insurance Quote
    • Business & CommercialImage of right arrow
      • Business Owners (BOP) Quote Form
      • Commercial Auto Insurance Quote
      • Workers Compensation Quote
    • HealthImage of right arrow
      • Health Insurance Quote
      • Long Term Care Insurance Quote
    • HomeownersImage of right arrow
      • Homeowners Insurance Quote
    • LifeImage of right arrow
      • Life Insurance Quote
    • MotorcycleImage of right arrow
      • Motorcycle Insurance Quote
  • Customer Service
    • AutomobileImage of right arrow
      • Add Driver to Existing Auto Policy
      • Add Vehicle to Existing Auto Policy
      • Remove Driver from Existing Auto Policy
      • Remove Vehicle from Existing Auto Policy
      • Request ID Card for Auto Policy
    • HealthImage of right arrow
      • Request Declaration and Coverages Page for Existing Health Insurance Coverage
    • HomeownersImage of right arrow
      • Request Declaration and Coverages for Existing Homeowners Insurance Coverage
      • Request Evidence of Insurance
    • LifeImage of right arrow
      • Request Declaration and Coverages Page for Existing Life Insurance Coverage
    • MotorcycleImage of right arrow
      • Add Driver to Existing Motorcycle Policy
      • Add Motorcycle to Existing Policy
      • Remove Driver from Existing Motorcycle Policy
      • Remove Motorcycle from Existing Policy
      • Request ID Card for Motorcycle Policy
  • Claims
    • AutomobileImage of right arrow
      • Auto Accident Claim
    • HomeownersImage of right arrow
      • Property Loss Claim Form
  • Educational Services
  • Resources
    • Secure File Area
    • Refer a Friend
    • Important Links
    • Calculators
    • Insurance Glossary
    • Frequently Asked Questions
    • View our Blog
  • About Us
    • About Us
    • Location Map
    • Employee Directory
    • Testimonials
    • Privacy Policy
  • Contact Us
Auto & Home

Auto & Home

We browse through a wide variety of coverages and find the right one for you.

Get a Quote
Business

Business

We browse through a wide variety of coverages and find the right one for you.

Get a Quote
Health

Life & Health

We browse through a wide variety of coverages and find the right one for you.

Get a Quote
RV

Recreational

We browse through a wide variety of coverages and find the right one for you.

Get a Quote
Annuities

Annuities

We browse through a wide variety of coverages and find the right one for you.

Get a Quote
Home > Blog > Tips for Long-Term Financial Planning
FRIDAY, JULY 6, 2018

Tips for Long-Term Financial Planning

These days, financial planning can seem harder than ever. Younger generations are loaded with debt, and people close to retirement can be hard-strapped to see how they'll be able to make ends meet. By following these useful steps, however, you can better prepare yourself for your future financial needs.


Financial Planning for Beginners

If you're just starting to save for the future, it's normal to feel overwhelmed. Just remember that the earlier that you start saving, the better equipped you'll be to handle the future's challenges. Make sure that your 401(k) plan is optimized for success. Study the markets and meet with your account manager to provide input on how you think that your money should be invested.

If you haven't already set up an IRA, now would be a perfect time. An IRA, or an Individual Retirement Account, is an optional retirement fund that is separate from your 401(k). Investing your money in an IRA can help you save on taxes, and this fund can serve as a stable nest egg to supplement your other savings.


Planning for Retirement

If you've already been saving for a while now, remember that sticking to your long-term plan is the key to success. While fluctuations in the markets may urge you to bet on a rising star, keep in mind that the best returns are made on strategies that stay the same no matter what happens. Now that you've made it this far, it would be a shame to make a gamble that turns up snake eyes.


Picking the Right Insurance

No matter your current stage in the savings game, it's never a bad idea to review your insurance coverage, and the Della Porta Group can help. You can save money that you can put toward retirement by finding more affordable vehicle insurance, home insurance, or flood insurance through the right insurance agency. While meeting with a general or home insurance agency might not be fun, it's important to make sure that your beneficiaries are covered no matter what happens. There's a lot that you can't predict in life, but these simple tips can pay off in the long run.

Posted 6:29 PM

Tags: financial planning, insurance agency, insurance agent, jacksonville, retirement, ira, 401(k), financial planning
Share |


No Comments


Post a Comment
Required
Required (Not Displayed)
Required


All comments are moderated and stripped of HTML.

NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive
  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • 2017
  • 2014

  • insurance agency(57)
  • insurance agent(54)
  • life insurance(33)
  • jacksonville(30)
  • financial planning(16)
  • long term care(13)
  • homeowners insurance(11)
  • home insurance(11)
  • flood insurance(10)
  • medical insurance(10)
  • retirement(9)
  • auto insurance agency(9)
  • health insurance(9)
  • long-term care insurance(8)
  • business insurance(8)
  • auto insurance(7)
  • financial planner(7)
  • ira(6)
  • car insurance(6)
  • insurance(6)
  • medicare(6)
  • commercial insurance(6)
  • 401(k)(5)
  • disability insurance(5)
  • commercial insurance agency(5)
  • car insurance agency(4)
  • ltci(4)
  • whole life insurance(3)
  • storm(3)
  • automobile insurance(3)
  • term life insurance(2)
  • hurricane(2)
  • health insurance agency(2)
  • retirement planning(2)
  • life insurance agency(2)
  • della porta group(2)
  • long-term disability insurance(1)
  • family(1)
  • family insurance(1)
  • emergency fund(1)
  • loans(1)
  • budgeting(1)
  • maintenance(1)
  • the della porta group(1)
  • #businessinsurance(1)
  • hurricane preparedness(1)
  • long term budgeting(1)
  • disability(1)
  • auto insurance jacksonville fl(1)
  • permanent insurance(1)

View Mobile Version

Contact Us Today!
(904) 646-0310

Social Social Social Social

Resources

  • Products
  • Customer Service
  • Report a Claim
  • About Us
  • Refer A Friend
  • Our Carriers
  • Blog
  • Contact Us

a drawing of a face

Contact Us

7807 Baymeadows Rd E. Ste.301
Jacksonville, FL 32256

P: (904) 646-0310 | Fx: (904) 646-1143 | info@dellaportagroup.com
© Copyright. All rights reserved. | Powered by Insurance Website Builder