Jacqueline Grellinger at Prudential

Jacqueline Grellinger at Prudential As a Financial Professional, I help people plan for financial confidence. www.mycoastalwealth.com/licensing

06/25/2026

There are three ways to fund a Roth IRA.

06/24/2026

Retirement planning isn't an exact science, but you can plan on needing a significant percentage of your current annual income in your retirement years. You'll want to identify your expenses and also account for inflation. You'll have to consider your life expectancy in determining whether your inco

06/23/2026

Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2025 and 2026.

06/22/2026

Simplified Employee Pension Plans help small businesses provide a valuable retirement savings benefit.

06/21/2026

A 529 plan is a tax-advantaged education savings vehicle that offers a unique combination of features and benefits.

06/21/2026
06/21/2026
06/20/2026

There are five estate planning documents you may need, regardless of your age, health, or wealth.

06/19/2026

The latest issue of Market Week is available.

06/18/2026

You may not be lucky enough to have access to SpaceX IPO shares at the offering price, and that’s OK. Here’s why.

Address

800 NW 62ND Avenue, Suite 120
Miami, FL
33126

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15612133814

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