Calculators

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Videos

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Protect your most valuable asset, yourself! Investing make sense, picking a well thoughtout health insurance plan too.

Proud Member of the Economic Club of Tampa

Welcome to Suncoast Global Financial Advisers, LLC.

We have created this website to provide you with easy access to basic ressources and gain a better understanding of the concepts behind Insurance, Retirement & Estate Planning, as well as Wealth Preservation questions you may have.

Suncoast Global Financial Advisers (SGFA) is a fee only independent adviser under the De Minimis designation in Florida, giving you access to a large number of high net worth portfolio managers, index managed portfolios, asset allocation through mutual funds as well as personal managed accounts.

Please feel free to take advantage of these resources and visit us often as we feel our website is hosting a wealth of information; in the form of small videos, newsletter articles, calculators and reseach reports.

We frequently update our Learning Center and Market Watch information, and always feel free to contact us by phone or through the "Request A Quote" tab above.

Thank you.

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Newsletters

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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