Alliance Financial Partners, Inc.

10/09/2026

Florida is one of the most estate-tax-friendly states: there’s no Florida state estate tax or inheritance tax.

But here’s the catch: out-of-state rules can still impact what your family receives if you have ties outside Florida. Your inheritance may be affected if you:

→Own property in another state (a second home, land, or other tangible assets)
→Have multi-state residency ties (or a loved one lived in a state with its own estate tax)
→Have a very large estate where federal estate tax could apply (2026 exemption: $15M per person / $30M per married couple)

If you have questions about how this could apply to your situation, call our office. We’re happy to talk it through and help you understand what to watch for.

10/08/2026

Quarterly Market Insights are here for October 2026. In Q3, markets were mixed: the S&P 500 rose 2.03% and the Nasdaq gained 2.47%, while the Dow fell 2.70%. Energy led sector performance, and investors kept a close eye on AI-related earnings, rising bond yields, and the Federal Reserve’s September rate increase.

Watch the full update and get the key takeaways here:

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/04/2026

The past part about the AdventHealth Palm Coast Pink Army 5K this morning .. the 1 mile pet friendly walk! Of course our Eddie, Delilah and Brutus, at six months old, joined the fun! 🎉🐾💗🦩

10/02/2026

Welcome October! You know what that means...it's time for the Pink Army 5K this Sunday morning at AdventHealth Palm Coast! Get involved and get ready for some fun for a great cause!

October 4th will be here before you know it, and we want to see you at the starting line.

🏃 Run the 5K
🐾 Walk the 1-Mile Fun Walk
👨‍👩‍👧 Bring the family
👟 Bring your friends

Every registration helps support breast cancer awareness, education, screening, and early detection right here in Flagler County.

09/22/2026

Big shoutout to Matanzas High School for launching their inaugural Young Investors Club! 👏

Eddie was proud to join students this afternoon as the guest speaker to talk investing, financial goals, and building strong money habits early.

09/17/2026

Scammers are getting smarter, and AI is making fraud harder to spot, especially for older adults and busy caregivers. Criminals can use AI to research victims, tailor scripts, and even create convincing fake images, voices, or videos, while the impact of fraud goes far beyond money, often leaving families feeling stressed, ashamed, and isolated.

A good takeaway is to be proactive: talk with loved ones about common scams, tighten account monitoring, and put simple safeguards in place before something happens, not after.

If you’d like help thinking through practical steps to protect your accounts and your family’s financial picture, contact Alliance Financial Partners to schedule a conversation.

09/16/2026

Protecting your legacy isn’t just about the tax code. It’s about making sure the people you care about aren’t left guessing in a crisis.

Many families assume a simple will is enough, but a complete plan often includes key living documents like a healthcare directive and power of attorney. Without them, your loved ones may need court involvement to make decisions on your behalf.

It’s also a good time to review beneficiary designations and consider whether a more complete legacy structure could help your heirs navigate probate with less stress and more privacy.

If you'd like help thinking through your legacy structure, reach out to us at 386-445-4257.

09/15/2026

Protecting your legacy isn’t just about the tax code. It’s about making sure the people you care about aren’t left guessing in a crisis.

Many families assume a simple will is enough, but a complete plan often includes key living documents like a healthcare directive and power of attorney. Without them, your loved ones may need court involvement to make decisions on your behalf.

It’s also a good time to review beneficiary designations and consider whether a more complete legacy structure could help your heirs navigate probate with less stress and more privacy.

If you have detailed tax or estate questions, consider speaking with your tax, legal, or accounting professional. Watch '4 Elements of an Estate Strategy' video here: https://www.myallianceteam.com/resource-center/estate/4-elements-of-an-estate-strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

09/09/2026

Renewed AI enthusiasm helped lift markets in August, even with mixed economic signals. The S&P 500 gained 2.62% and the Nasdaq rose 3.93%, while Canada’s S&P/TSX added 2.96%. Seven of 11 S&P sectors finished higher, led by Energy and Information Technology.

Looking ahead to September, investors will be watching consumer spending closely as retail sales trends remain a key signal for the broader economy.

Want the full breakdown and charts? Learn more here: https://www.myallianceteam.com/campaigns/monthly-market-insights

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2