Soundings: Reflections from a Father, Husband, and Financial Planner
by Jon Kagan
For nearly a quarter century, Jon’s been helping people get retired, stay retired, and handle all the speedbumps that pop up along the way. Clients have enjoyed his monthly musings on family, life, and finances in the firm’s newsletter, “Soundings”. With son Collin joining the practice, this book is a tribute and “greatest hits” of sorts. A timeless tome on life, love, and money that will bring a smile to the face of all who enjoy looking at life with a little twist.
JON KAGAN, CFP®
Jon Kagan is the President of Soundside Wealth Advisors, specializing in comprehensive financial planning and investment management. Naval flight training brought Jon to Pensacola in 1986 after graduating summa cum laude from the University of Massachusetts with a bachelor’s degree in business administration. He served for 10 years in the U.S. Navy as an officer and helicopter pilot, deploying from both coasts and serving in Operation Desert Storm. While in the Navy, Jon earned his master’s degree in management from Troy University.
Jon lives in the Florida Panhandle with his wife Kathleen. They have two grown sons. Alex, an accountant, lives in Boulder, CO with his wife Claire, a social worker. Collin is his partner who joined the firm in 2019 after graduating from the University of Central Florida with a degree in finance. Jon is a past president of the Navarre Chamber of Commerce and a past president of the Rotary Club of Navarre. He serves on numerous non-profit boards and is a mentor in the Take Stock in Children program.
You're Gonna Make It: The Indispensable Guide for a Woman Facing Divorce
by Jon Kagan
Jon Kagan has written a compelling guide for any woman facing divorce. You’re scared. You don’t know about the process you’ve been thrust into. The fear comes from a sense of chaos and helplessness. It’s okay, you’re not alone anymore. YOU’RE GONNA MAKE IT will help you gain a thorough understanding of the divorce process, the players involved, and the terminology. You’ll learn how to select an attorney, the role of the mediator, and when a therapist might be helpful. You’ll learn how to take a financial assessment of your current situation, how to project what your future financial reality could look like, and when and how to seek a financial professional for guidance. You’ll view the process through the case of Nancy and Mark, a fictional couple married for 32 years before an infidelity brought an end to their marriage. You’ll follow Nancy from the initial shock, to her ultimate resolution and rebirth. Along the way, you’ll hear from real women who have successfully emerged on the other side and are enjoying the next chapter of a very fulfilling life. Jon was compelled to write this guide after years of helping women through their own unique journeys. They came from all stages of life, but all had the same question. “Will I be okay?” This book will not only answer that question, it will be a tremendous resource throughout the process, referenced before, during, and after you’ve made it successfully to the other side.
JON KAGAN, CFP®
Jon Kagan is the President of Soundside Wealth Advisors, specializing in comprehensive financial planning and investment management. Naval flight training brought Jon to Pensacola in 1986 after graduating summa cum laude from the University of Massachusetts with a bachelor’s degree in business administration. He served for 10 years in the U.S. Navy as an officer and helicopter pilot, deploying from both coasts and serving in Operation Desert Storm. While in the Navy, Jon earned his master’s degree in management from Troy University.
Jon lives in the Florida Panhandle with his wife Kathleen. They have two grown sons. Alex, an accountant, lives in Boulder, CO with his wife Claire, a social worker. Collin is his partner who joined the firm in 2019 after graduating from the University of Central Florida with a degree in finance. Jon is a past president of the Navarre Chamber of Commerce and a past president of the Rotary Club of Navarre. He serves on numerous non-profit boards and is a mentor in the Take Stock in Children program.