King Tide Advisors

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Palm City, FL
King Tide Advisors

A boutique firm providing personal financial planning, custom portfolio management and retirement strategies to clients.

We work with clients that value a financial advisor that helps them reach their financial goals. We partner with each client to help guide you through financial decisions no matter what stage you are walking through, our team is always here helping you hit the next goal.

09/30/2026

What Employers Should Know About 401(k) Rollovers

A job change can bring important questions about what happens next with an employee’s retirement savings. For employers, having a clear process and reliable resources can help make the transition easier to navigate.

Swipe through for a high-level look at common 401(k) rollover considerations during a job transition—including why plan options, timing, taxes, and paperwork all matter.

At King Tide Advisors, we help business owners coordinate small-business retirement plans with the broader financial priorities of their company and employees.

Have questions about your plan or rollover process? Let’s start the conversation.

09/29/2026

Retirement is one of the biggest financial milestones you'll ever plan for, and knowing when you're truly ready can feel overwhelming. Our team at King Tide Advisors helps individuals and families across Palm City and Bethesda understand the signs that can signal it's the right time.

Everyone’s retirement vision is different, but there are a few key indicators that can help you gauge your readiness. Swipe through to explore some of the most important markers and think about how they align with your own goals.

A thoughtful retirement strategy can give you more confidence and clarity as you approach this next chapter. If you’d like to talk through your plan with a fiduciary, fee-only advisor, our team is here to help. Give us a call at (772) 233-2052 or visit kingtideadvisors.com to schedule a conversation.

09/25/2026

With fewer than 100 days left in the year, now is a great time to take a fresh look at your financial plan and make sure you’re on track heading into 2027. A few intentional adjustments can help strengthen your strategy and create real momentum going into the new year.

Our team at King Tide Advisors is here to help you review your goals, evaluate opportunities like tax-efficient investing or year-end retirement contributions, and make confident decisions before the calendar resets.

If you’d like to talk through your financial plan, reach out to us anytime. We’re here to support you.

09/24/2026

Offering a workplace retirement plan can feel out of reach for small businesses, especially when cost, administration, and company size are part of the conversation.

The good news: today’s small-business retirement plan options offer more flexibility than many owners realize. From 401(k) plans to Safe Harbor designs, the right approach can support your employees while aligning with your business goals.

Swipe to explore what is changing—and how a thoughtful retirement strategy can help you build a more competitive benefits package.

Have questions about your current plan or employee participation? Our team at King Tide Advisors is here to help.

09/22/2026

September is National Preparedness Month—a helpful reminder that preparation extends beyond emergency supplies and storm plans.

A thoughtful retirement strategy can help you prepare financially for the unexpected by considering factors such as market changes, health care costs, income needs, and long-term goals.

At King Tide Advisors, we help individuals and families build personalized financial plans designed to support greater confidence through life’s changes.

Swipe to explore key ways to strengthen your retirement readiness. If you would like to review your current plan, contact our team today.

09/20/2026

To everyone observing Yom Kippur, we wish you a meaningful and hopeful Day of Atonement.

May this sacred time of reflection and renewal bring clarity, connection, and peace. To those fasting, we wish you an easy fast.

G’mar Chatimah Tovah.

09/18/2026

This month, we are sharing a story that is a powerful reminder of what people can accomplish when they come together with a shared purpose.

Inside the Charlotte Convention Center in North Carolina, 6,500 volunteers worked around the clock to build over 10,000 beds in just 24 hours for children who did not have one of their own. Lowe's employees rolled up their sleeves alongside thousands of others to support the charity Sleep in Heavenly Peace, an organization dedicated to ensuring no child sleeps on the floor.

The effort was extraordinary in scale. Two hundred miles of raw lumber were transformed into 10,027 finished beds. Work was divided across 16 lines, with hundreds of people moving in sync through cutting, sanding, assembling, and finishing. When the tools finally went quiet, thousands of beds were stacked and ready for delivery to families across 36 states through 110 Sleep in Heavenly Peace chapters.

As one medical director of sleep medicine noted, without consistent, high-quality sleep, children can fall behind in ways that affect both their health and their learning. What these volunteers gave was more than just a bed. It was a foundation for something better. This story is a beautiful reminder that when people show up for one another, even the biggest goals become possible.

Read the full story here: https://www.goodnewsnetwork.org/6500-volunteers-build-10k-beds-in-24-hours-in-north-carolina/

09/17/2026

Life Insurance Awareness Month is a helpful reminder to revisit a question many families put off: Would your loved ones have the financial support they need if the unexpected happened?

Swipe through our life insurance quiz to test your knowledge and uncover a few important facts along the way.

Life insurance can play a meaningful role in a broader financial plan, helping support income replacement, education planning, debt obligations, and estate and legacy goals. If you would like to talk through how coverage may fit into your financial plan, we are here to help.

09/16/2026

Market volatility can feel uncomfortable, but it can also create opportunities to strengthen your long-term plan. During periods of uncertainty, our team at King Tide Advisors focuses on strategies that may help reduce taxes, improve overall positioning, and keep your financial plan aligned with your goals.

Swipe through for a few smart moves to consider the next time markets get choppy.

If you want to review your portfolio or talk through these strategies, we’re here to help. Reach out anytime—our team is always available to answer questions and offer perspective.

09/15/2026

Five Reasons a Roth Conversion May Deserve a Closer Look

A Roth conversion is not simply an account change. It is a planning decision that can affect your taxes, retirement income, investments, and legacy.

Potential benefits to explore:

• Qualified withdrawals may be tax-free.
• Roth IRAs do not require lifetime required minimum distributions for the original owner.
• Converting can add tax diversification to your retirement-income strategy.
• Paying tax on a conversion now may provide more flexibility around future withdrawals, depending on your circumstances.
• A Roth IRA can be part of a thoughtful, tax-aware legacy plan for loved ones.

The trade-off: converted pre-tax amounts are generally taxable in the year of conversion, and timing matters.

At King Tide Advisors, we coordinate retirement, tax, investment, and legacy planning so each decision supports your larger plan. Let’s talk about whether a Roth conversion belongs in yours.

Address

Palm City, FL

Telephone

+17722332052

Website

http://www.kingtideadvisors.com/

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