Jonathan Knaus - Coastal Wealth

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Jonathan Knaus - Coastal Wealth I am a financial professional affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Thanks for joining me on Facebook!

My broad knowledge of insurance gives my clients the confidence they need when working with a financial services representative. For over 130 years, the primary mission of Knights of Columbus Insurance has been to provide financial security to our members and their families. As a Field Agent, I help Brother Knights assess their current financial picture and customize insurance solutions to best suit their needs. With nearly 2 million members in 15,000 councils, Knights of Columbus is the world’s largest Catholic family service organization, donating $1.62 billion to charitable projects over the past decade. Offering top-quality life insurance, long term care insurance, disability income insurance, and annuity products, we are your shield for life. To learn more or to schedule an appointment, please contact me at 561-603-8303.

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written p...
10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/4B8CyX5

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your r...
10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/47ayhEPWant to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/47ayhEP

Want to talk it through? Let’s connect.

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/47DjliH

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk abou...
10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

10/05/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

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2562 SE Stonebriar Way
Stuart, FL
34997

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+15616038303

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