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Wondering if your financial advisor is worth the fees you pay? Use these 10 questions to understand your portfolio mix, performance, fees, expenses, and tax strategy so you can judge whether your advisor is truly adding value.

As we approach the end of 2025, the financial planning committee at Atlantic Edge  has put together our list of important reminders and strategies specifically designed for you. The end of the year presents many opportunities and deadlines to execute different financial planning decisions. The checklist below covers what to do, who it applies to, and why it helps. Where limits or deadlines matter, they are included so you can identify any topics that may be relevant to you.

Explore expert Investment Management strategies tailored for high-net-worth individuals. Discover how Atlantic Edge Wealth elevates your portfolio.

Explore the best retirement planning strategies with our guide on 401(k) vs IRA. Learn how retirement planning can secure your financial future.

Compare PAL, mortgages, and margin through Schwab. Plan-first lending for Jacksonville families and business owners.

See how a Cash Balance Plan pairs with a 401(k) to increase deductible retirement savings, with funding, design, and risk essentials for owners.

See how Atlantic Edge sizes risk to your plan, blends index and selective active, and manages taxes with clear, household-level reporting.

In this guide, we'll walk through the most common financial planning mistakes and show you how professional guidance makes all the difference.

Unlock the secrets of Financial Planning for couples and manage money successfully. Discover strategies for effective Financial Planning together.

If you live in Jacksonville, Ponte Vedra, or anywhere in Northeast Florida, this is the ideal time to work with a local fiduciary advisor to evaluate the smartest move.

Planning and saving for education in Florida is worth doing right. You have three powerful tools to work with: a 529 College Savings...

This guide breaks down the most common forms of stock-based compensation and how to approach them with clarity and confidence.

Discover the benefits of a Cash Balance Plan for your business. Learn how a Cash Balance Plan can enhance retirement savings and reduce taxes.

Discover how to contribute to a Roth IRA effectively, maximize your Roth IRA funds with strategic tax planning and secure your financial future.

Going through a divorce? Discover how the right financial advisor can protect your assets and plan for your future. Consult a financial advisor now.

Here are six of the most common mistakes families make and how to correct them before wealth is lost to taxes, inflation, or poor planning.

This guide offers a practical framework for post-sale investing and financial planning, blending tax strategy, lifestyle planning, investment design, and wealth protection.

Discover where to save after maxing out your 401(k). Learn strategic steps for high earners to optimize savings beyond the 401(k) limit.

Discover how to protect your assets from a medical malpractice lawsuit. Learn strategies to protect your assets and secure your financial future.

In this guide, you’ll learn what a fiduciary advisor is, why it matters, and how to confidently find the right one to manage your wealth.