VyStar Investment Services

VyStar Investment Services Just as your lifestyle and goals are unique, so are your financial needs. The LPL Financial Advisors at VyStar Investment Services are here to help.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/10/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Learn what survivor benefits are, how Social Security and pensions may change after a death, and why reviewing them stre...
06/08/2026

Learn what survivor benefits are, how Social Security and pensions may change after a death, and why reviewing them strengthens your plan.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
06/08/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

There are billions in unclaimed dollars in the US. Is some of that yours?
06/06/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
06/05/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

When was the last time you paid yourself first?
06/03/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
06/01/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Do you need umbrella insurance? Find out more.
05/30/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What would happen to your loved ones if you were gone? Make financial preparations today.
05/29/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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76 South Laura Street
Jacksonville, FL
32202

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