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Palm Wealth Partners At Palm Wealth Partners, we create personalized financial strategies that are intended to help you achieve peace of mind and the retirement you've earned.

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Social Security benefits are going up 3.6% in 2027.If you’re in the Florida Retirement System, here’s a fair question: d...
10/15/2026

Social Security benefits are going up 3.6% in 2027.

If you’re in the Florida Retirement System, here’s a fair question: does your FRS pension get a raise too?

The answer surprises a lot of people, and it depends on when you worked.

We explain it in plain English here: https://palmwealthpartners.com/social-security-cola-what-frs-retirees-should-watch/

If you found this valuable, feel free to share it with your network.

How do you evaluate whether a financial advisor is the right fit for your retirement planning needs?Understanding fee mo...
10/11/2026

How do you evaluate whether a financial advisor is the right fit for your retirement planning needs?

Understanding fee models, verifying credentials, and knowing what questions to ask can help you make a more informed decision. Our guide also covers potential warning signs and what to look for in an advisory relationship.

📚 Read the full article: https://palmwealthpartners.com/how-to-choose-a-retirement-financial-advisor/

Know someone searching for a retirement advisor? Feel free to share this with them.

The cost of inaction is often higher than the cost of making an imperfect decision.Postponing your first investment unti...
10/10/2026

The cost of inaction is often higher than the cost of making an imperfect decision.

Postponing your first investment until the market “settles down.” Waiting to review your retirement plan until everything feels certain. Avoiding financial conversations because the timing never feels right.

Doing nothing feels like playing it safe. But standing still has its own price tag.

Years of potential growth you can’t get back. Decisions that get harder the longer you wait.

Starting imperfectly beats waiting indefinitely.

Ready to take the first step? Drop us a message.

⛳ Giving back is always a good way to spend the day.Our partner Domenick Mancini recently took part in a charity golf to...
09/29/2026

⛳ Giving back is always a good way to spend the day.

Our partner Domenick Mancini recently took part in a charity golf tournament at Boca Lago Country Club, supporting Spanish River High School's athletics program.

Proceeds from the day help fund equipment, facilities, and opportunities for local student-athletes.

Getting out in the community for a cause like this is one of the parts of the work we enjoy most.

Here's to a great day for a great cause. 🦈

FRS retirees: your Social Security benefit and your FRS pension can both include a cost-of-living adjustment. But they f...
09/17/2026

FRS retirees: your Social Security benefit and your FRS pension can both include a cost-of-living adjustment. But they follow completely different rules.

Social Security's adjustment moves with inflation each year.

Your FRS pension COLA does not. It's based on a fixed formula tied to when your service was earned, with service before July 1, 2011 treated differently than service after.

That means part of your retirement income may keep pace with rising prices while another part stays flat.

Knowing how each piece works can help you see where inflation may have the biggest effect over a long retirement.

We broke it down here: https://palmwealthpartners.com/social-security-cola-what-frs-retirees-should-watch/

If you found this valuable, feel free to share it with your network.

Some of the best moments happen away from the desk.Our team recently came together over lunch to celebrate a partner's b...
09/15/2026

Some of the best moments happen away from the desk.

Our team recently came together over lunch to celebrate a partner's birthday, with a few of the little ones along for the fun.

Behind the planning we do for our clients is a group of people who genuinely enjoy showing up for one another.

Those relationships are the foundation of how we serve our community.

Here's to celebrating life, together.

Financial goals without deadlines are just wishes.A secure retirement. A fully funded college plan. A six-month emergenc...
09/05/2026

Financial goals without deadlines are just wishes.

A secure retirement. A fully funded college plan. A six-month emergency reserve. A debt-free household.

Without a target date, these stay on a someday list that never arrives.

What does progress look like this year? What specific number are you working toward? What's the first milestone you can measure?

Attaching timelines to financial goals can help turn good intentions into forward momentum.

Ready to give your goals a deadline? Send us a message.

Supporting aging parents financially while staying on track with your own retirement is one of the most difficult balanc...
09/04/2026

Supporting aging parents financially while staying on track with your own retirement is one of the most difficult balancing acts families face.

Long-term care expenses, Medicaid eligibility, healthcare decisions, and coordinating responsibilities among family members all add layers of complexity.

Our guide explores key considerations that may help you navigate caregiving decisions without losing sight of your own financial priorities.

Read the full article: https://palmwealthpartners.com/caring-for-aging-parents-financial-considerations/

Know someone caring for aging parents? Feel free to pass this along.

09/03/2026

Florida Retirement System participants face decisions that can affect their retirement for decades.

Pension Plan or Investment Plan, and which may better fit your situation? DROP entry timing and how to approach those accumulated funds. How your FRS benefits coordinate with Social Security, personal savings, and other income sources.

Every situation is different. Career stage, risk tolerance, family circumstances, and retirement goals all play a role.

Our guide and video walk through the key considerations FRS participants may want to evaluate.

Watch the video and read the full guide: https://palmwealthpartners.com/florida-retirement-system/

Know an FRS participant navigating these decisions? Feel free to share this with them.

Questions cost nothing. Assumptions can cost everything.Taking for granted that your insurance coverage still fits. Beli...
08/30/2026

Questions cost nothing. Assumptions can cost everything.

Taking for granted that your insurance coverage still fits. Believing your asset allocation hasn't drifted. Trusting that your estate documents reflect your current wishes.

Unchecked assumptions have a way of becoming costly oversights over time.

The most informed financial decisions tend to start with the simplest habit: asking.

Curious about something you've been putting off? Drop us a message.

Address

7100 West Camino Real Suite 302-1
Boca Raton, FL
33433

Telephone

+19546322555

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