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Text Content

611 Druid Road East
Suite 709
Clearwater, FL 33756




CAROL JORDAN, MBA, CFP

(727) 230-1657

 
MENU
 * About Us 
   * Current Newsletter
   * Our Mission
   * Team
   * Our Products and Services
   * Some Useful Links
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Tools 
   * Glossary
   * Tax Resources
 * Contact Us


DON'T BUY THE HYPE

There are a lot of misconceptions about Social Security. Here’s the truth about
three of them.

Learn More


GLOBAL AND INTERNATIONAL FUNDS

Investors seeking world investments can choose between global and international
funds. What's the difference?

Learn More


THE COST OF PROCRASTINATION

Procrastination can be costly. When you get a late start, it may be difficult to
make up for lost time.

Learn More


SOCIAL SECURITY: BY THE NUMBERS

Here are five facts about Social Security that might surprise you.

Learn More


THE GOOD SHIP IPO

The seas of the market are constantly shifting, and whether the good ship IPO
can set sail may depend heavily on the tides.

Learn More


UNDERSTANDING TODAY’S FINANCIAL ENVIRONMENT

Welcome, I’m Carol Jordan, an Investment Advisor Representative with Osaic
Wealth, Inc in Clearwater, Florida. We understand that individuals face unique
challenges navigating the many areas of financial services. We can help take the
mystery out of preparing for today and tomorrow by assisting you in developing
strategies at each stage of life.  We have experience in many areas of financial
planning including investment, asset management, insurance, retirement, and
estate planning.  Our personalized service focuses on your needs and wants to
help you achieve your financial goals and objectives.

We have over 30 years of experience in financial services. We can help you
address your needs of today and for many years to come. We look forward to
working with you through all stages of your life, please call (727) 230-1657.





HELPFUL CONTENT


HOW COMPOUND INTEREST WORKS

Use this calculator to better see the potential impact of compound interest on
an asset.


RE: RETIREMENT

How does your ideal retirement differ from reality, and what can we do to better
align the two?


FIRE RETIREMENT

This short, informative article teaches the basics of the FIRE movement.

 
 * Articles
 * Calculators
 * Videos

EXPLORING THE FEDERAL STUDENT GRANT PROGRAM

In this article, explore the benefits of the Federal Student Grant Program.

A PRIMER ON DIVIDENDS

A company's profits can be reinvested or paid out to the company’s shareholders
as “dividends."

WHAT'S NEW FOR SOCIAL SECURITY?

There have been a number of changes to Social Security that may affect you,
especially if you are nearing retirement.

SIX SURPRISING FACTS ABOUT RETIREMENT CONFIDENCE

This attention-grabbing infographic covers retirement topics you may not have
considered.

REBALANCING YOUR PORTFOLIO

Over time, different investments' performances can shift a portfolio’s intent
and risk profile. Rebalancing may be critical.

THE FIVE BASICS OF FINANCIAL LITERACY

How literate are you when it comes to your finances? Brush up with these five
basics.

VIEW ALL ARTICLES

TAXABLE VS. TAX-DEFERRED SAVINGS

Use this calculator to compare the future value of investments with different
tax consequences.

CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.

ESTIMATE YOUR RMD

Help determine the required minimum distribution from an IRA or other qualified
retirement plan.

SOCIAL SECURITY TAXES

Estimate how much of your Social Security benefit may be considered taxable.

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

WHAT IS MY RISK TOLERANCE?

This questionnaire will help determine your tolerance for investment risk.

VIEW ALL CALCULATORS

ENCORE CAREERS: PUSH YOUR BOUNDARIES

Ready for retirement? Find out why many are considering encore careers and push
your boundaries into something more, here.

COACHES

Coaches have helped you your whole life, in ways big and small. We'd like to be
one of them.

RIGHTSIZING FOR RETIREMENT

What does your home really cost?

AN ARM AND A LEG

A visit to the hospital can be painful, for both your body and your wallet.
Don’t let it be more painful than it has to be.

ONCE UPON A GOAL

Do you know how to set up your financial goals for success? This knight does.

HOW TO RETIRE EARLY

Retiring early sounds like a dream come true, but it’s important to take a look
at the cold, hard facts.

VIEW ALL VIDEOS

 


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LOCAL WEATHER

33756






Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Carol Jordan 611 Druid Road East, Suite 709. Clearwater, FL 33756

We are licensed to sell Insurance Products in the following states: FL

We are registered to sell Securities in the following states: AL, AZ, FL, GA,
MD, MA, MI, MS, TN, TX, & VA

Securities and investment advisory services offered through Osaic Wealth, Inc.
member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities
and/or marketing names, products or services referenced here are independent of
Osaic Wealth, Inc.

Privacy Policy






CONTACT

Carol Jordan

Office: (727) 230-1657Toll-Free: 866-410-9735 Fax: 727-230-1730

611 Druid Road East
Suite 709
Clearwater, FL 33756

FINRA Series 7

carol@caroljordan.net



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators