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King And Associates Insurance And Investment Services

Lake Mary/Orlando,

FL

Phone:

Ofc: 407-792-5576 Cell: 407-595-2288

Fax:

407-386-3013

E-mail:

We're prepared to work with the most important money of all..... yours

Smiling woman in a suit, arms crossed, leaning on a tree

Welcome to our site, where you'll find a wealth of information covering:

  current news articles

  & financial calculators

We want you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  King & Associates | Insurance & Investments Services created this site to help you gain a better understanding of the financial concepts of:

wealth preservation & transfer

  • insurance 
  • retirement goals & income
  • estate planning

Most importantly, we hope you see the value of working with skilled professionals to pursue your goals.  Your success is our goal.  Don't put it off - call us today. 

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Considering some important issues now could provide more options in the event of early retirement.

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How much can you afford to pay for a car?

How much will it cost to pay off a loan over its lifetime?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck