Full Circle Financial, LLC

Financial Advisors


8520 Government Drive, Suite 1
New Port Richey, Florida 34654

Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way

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Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.


Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Debt Stress

There’s a link between debt and stress.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Please Leave Home without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

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