Palestra family photo
Palestra Financial 1986-2024 logo
Palestra Financial logo

Palestra Financial


1904 Duck Slough Blvd

Trinity, FL 34655


Phone: (844) WHY-PLAN™



May/June 2024

Time for a Mid-Year Portfolio Check

As 2024 approaches the halfway point, it is a smart move to review your portfolio to determine the impact of market fluctuations and make any needed changes to stay on track with your investment strategy.

Read more

Diversify to Mitigate Risk

Small business owners may find that most of their net worth is tied up in their business. But what happens if your business takes a downturn? Diversification is the key to reducing risk to your personal and business wealth.

Read more

Roth IRA: A Good Fit for Your Goals?

Traditional and Roth individual retirement accounts are both good choices for retirement investing. A Roth IRA offers tax advantages when you’re ready to withdraw your money, while traditional IRA contributions are tax-deferred until you make withdrawals. Reviewing both IRA options can help you decide.

Read more

Split Interest Trusts: The Basics

Split interest trusts are created to provide for both charitable and non-charitable beneficiaries. Donors can support an organization or a cause while still arranging for themselves or their loved ones to benefit from the assets placed in the trust.

Read more

Help with Summer Camp Costs

Parents who send their child to summer camp may be able to deduct some of their expenses. The Child and Dependent Care Credit provides a tax break to working parents or guardians of children age 13 or younger or a dependent who is disabled. Parents who are full-time students or who are unemployed and looking for work may also qualify for the credit.

Read more

The Average Cost of a Funeral

According to the National Funeral Directors Association, the average cost of a funeral with burial is $7,848 — $9,420 if a vault is included. At $6,971, cremation costs slightly less. Here’s a cost breakdown of select items.

Read more

Should You Prepay Funeral Costs

Read more

Walk Down the Aisle for Less

Beginning life as a married couple with significant debt can place a strain on your finances and relationship. Wedding costs can be exorbitant, but you can find ways to control them. In addition to setting a wedding budget, consider these ideas for trimming costs.

Read more


Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Palestra Financial and JWC/JWCA are unaffiliated entities.

Palestra Financial and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.