Helping people gain perspective.
We are licensed to sell Insurance Products in the following states: Alabama, Florida, Georgia, Indiana, Mayland, Michigan, South Carolina, New Jersey, Ohio, Oregon, Pennsylvania, South Carolina, Tenessee, and Virginia.
We are registered to sell Securities in the following states: Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Missouri, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington.
Melbourne Office: 6451 Third Street, Suite 2 Rockledge, FL 32955
Ocala Office:1015 SE 8th Street, PO Box 728, Ocala FL 34478
Libby Financial Advisors, Inc. is not affiliated with Cetera Advisors, LLC
Newsletters
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.