Suncoast Wealth Solutions

Thank you to the women and men who have dedicated their lives to our beautiful country!
We are forever indebted to you, your families, and your futures that were to be.

📢 Podcast alert!! 📢

Warm up today with a podcast about FINANCIAL PLANNING!

Learn more about my background, my WHY and how I can HELP YOU optimize your MONEY this year!

You can learn even more about me on my personal page Deidre Fernald, CFP or on my personal website www.fernfinancialplanning.com

Thank you to my awesome networking group Suncoast NPI for giving me this opportunity to be on the podcast!

https://www.youtube.com/watch?v=R7WdKN5fxyM

Suncoast NPI Sessions: Deidre Fernald, CFP Meet Deidre Fernald from our Dunedin chapter! As a busy mom spinning many plates, Deidre knows first-hand how hard it is to keep all of those plates spinning...

U.S. Census 2020 Results: Takeaways Here are some key takeaways from the latest U.S. Census population count.

What does RETIRED mean to you?

Does it seem unattainable or very far in the distance?

Or do you feel like it should be soon but scared you’re not ready?

Have you officially retired and not quite sure how much you can spend to make your money last a lifetime?

You need to know exactly how much you can spend in retirement so you can have some fun!

Plan out your dreams by painting your retirement picture with financial planning.

Send me a message to start your retirement journey! [email protected]

How do you feel about your spending?

Are you breaking even, overspending or left with a little at the end of each month?

Stop wasting money on expenses that don't bring you closer to your goals and happiness.

I walk with you to better understand your family and what you want to put your money towards.

I’m not here to judge you, tell you to pinch pennies or teach you how to be frugal. I‘m here to make finances fun!

Let me be the second pair of eyes to take an outside point of view and keep you on track.

1) First meeting is to learn about you and your family
2) Second meeting is our foundations meeting where we identify opportunities to optimize your income and agree on next steps to take action
3) Third meeting we work together on those action steps
4) We work together as needed, either on a weekly or monthly basis

Ready to take the next step? Send me a message to get started. [email protected]

Temporary Payroll Tax Deferral: What You Need to Know Employers can defer withholding of employee share of Social Security tax to 2021.

We are offering something different to take your financial life to a new level.
This is how financial planning should be for everyone as we touch every area of your financial life.
We talk about your spending, your employer benefits, debt management, tax planning and many areas some planners don’t talk about.
We create a strategy to tackle all of your to-dos and I do it with you.
I don’t give you a book of paper and talk over your head for an hour. I give you 2 pages and break it down into easy to understand concepts to make it less overwhelming.
Send me a message to start checking off to-dos! [email protected]

Remembering the brave men and women of 9/11. Those who lost their lives. The loved ones who remain. Those who fell ill afterwards. Those brave souls who helped. Those who fought for freedom. On this day 19 years ago. When America did the American thing! We will never forget. God Bless America!

Working with a Financial Professional: Your Interests Come First In these uncertain times, the value of objective financial guidance cannot be overestimated, and the impor...

Have you noticed that things just go better when you have a plan? 📝

When you plan a vacation: You plan the dates 📆, the location, how much you’d like to spend, the activities you’d like to do, etc. When you have a plan, the vacation goes smoothly, you spend guilt-free and you really get to enjoy your vacation.

When you go grocery shopping: You have a list after you sat down and planned ahead for the week’s meals.

When you plan a birthday, you write down everything you’d like to do and list out the steps you need to take to make it a great birthday.

You already know how to plan! A plan is putting an idea on paper and writing the steps to make that idea happen. With finances, interpreting that plan and planning for blind spots is where a financial professional comes in.

Send me a message and let’s start putting your ideas down on paper! [email protected]

What are you reading on National Book Lovers Day?
Our advisor Michelle Engle has a variety!

Today is National Book Lovers Day!!! These are 3 books I’m currently reading. What are you reading these day?

Welcome Deidre Fernald, CFP® to the Suncoast Wealth Solutions Team!

Deidre joins us as our Director of Financial Planning and is focused on working with our clients to increase their confidence with their finances and the decisions they make through our Financial Planning program.

Deidre’s purpose is to help her clients take control of their money, protect what matters most to them and build their financial independence. She helps those in her community have the confidence that what they are working towards today will help secure their financial future.

She has been in the in the financial industry since 2004 and specializes in retirement and estate planning. She also evaluates every piece of her client’s financial life including family needs now and in the future, while ensuring her clients still get to have a little fun along the way.

Send her an e-mail at [email protected] to learn how to best work together and check off your to-dos!

Follow her on Facebook

Do You Have a Will? (Aug) Although 76% of U.S. adults say having a will is important, only 40% actually have one.

IRS Outlines Changes to Health-Care Spending Rules Under CARES Act CARES Act includes provisions that provide flexibility for health-care spending.

The Shape of Economic Recovery Learn about key factors that may affect the shape of economic recovery.

July 15 Due Date Approaches for Federal Income Tax Returns and Payments The due date for federal income tax returns and payments is Wednesday, July 15, 2020. Due to the coronavirus pandemic, the original due date for filing federal income tax returns and making tax payments was postponed by the IRS from April 15, 2020, to July 15, 2020. No interest, penalties, or additi...

College Net Price Calculators College net price calculators are a great way for students to compare colleges on price--find out how they work.

CONGRATULATIONS TEACHERS!!!

Happy 529 day!

The ABCs of 529 Plans Are you familiar with all the benefits of using a 529 plan for college savings?

We LOVE our teachers! Thank you for EVERYTHING you do to make the world a better place!

Watch Out for Coronavirus Scams Our latest Client Alert takes a look at the recent surge of coronavirus scams.

CARES Act: Retirement Plan Relief Provisions The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both individuals and businesses in the ongoing coronavirus pandemic and accompanying economic crisis. The CARES Act...

Government Acts to Blunt Financial Impact of Global Pandemic Find out the emergency measures that the federal government is taking to blunt the financial impact of coronavirus.

CARES Act Provides Relief to Individuals and Businesses New legislation includes multiple provisions to provide relief.

Here are 700,000 open jobs that need filling ASAP — CBS News Amazon, Instacart and Walmart are among the big companies seeking workers amid surge in demand during the pandemic.

Coronavirus Concerns? Consider Past Health Crises Putting current market volatility into historical perspective helps you stay the course during turbulent times.

Suncoast Wealth Solutions updated their website address.