Ocala Capital, LLC

Ocala Capital, LLC Holistic Financial Advisors

Whether you're saving more or less these days, it's important to review your plans and goals.
10/30/2020

Whether you're saving more or less these days, it's important to review your plans and goals.

The pandemic has caused many of us to make a few adjustments.

Keep in touch by subscribing to the twice-monthly newsletter.
10/27/2020

Keep in touch by subscribing to the twice-monthly newsletter.

Sign up and stay tuned for this week's posts.

Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
10/25/2020

Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.

From filling out a W-4 to picking health insurance, It's critical to sign up for the right benefits when you get a new job.

There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think a...
10/22/2020

There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.

Tips from the 'Friends Talk Money' podcast hosts and a retirement expert

You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to f...
10/19/2020

You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips.

Bank scams like phishing and fake checks cost Americans billions and are growing amid the pandemic. Here's how to avoid these common financial frauds.

Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.
10/16/2020

Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.

Do you have any questions? Reach out anytime.

The twice-monthly newsletter discusses everyday finance topics.
10/13/2020

The twice-monthly newsletter discusses everyday finance topics.

Sign up and stay tuned for this week's posts.

Are no-contact payment systems really safe? Here's what to know.
10/11/2020

Are no-contact payment systems really safe? Here's what to know.

Eager to avoid the keypad when shopping? Consumer Reports explains how contactless payment services like Apple Pay, Google Pay, and RFID cards can help.

Do you know anyone who could use this reminder?
10/08/2020

Do you know anyone who could use this reminder?

Despite the pandemic, it’s important to prepare for the future

10/05/2020

Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.

Almost everyone can benefit from a durable power of attorney for finances.

Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.
10/02/2020

Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.

Learn more today (and reach out if you have questions).

The twice-monthly newsletter brings finance updates and news to your inbox.
09/29/2020

The twice-monthly newsletter brings finance updates and news to your inbox.

Sign up and stay tuned for this week's posts.

Address

1396 NE 20th Avenue Ste. 600
Ocala, FL
34470

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+13523690014

Website

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