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Insert your logo here In Florida, call 239-228-5905 1.

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Presentation on theme: "Insert your logo here In Florida, call 239-228-5905 1."— Presentation transcript:

1 Insert your logo here In Florida, call 239-228-5905 1

2 Insert your logo here We’ve been telling our Friends about You

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4 How Money Walks Data Just Released March 2014

5 Insert your logo here What if every American knew precisely how Florida empowered their pursuit of the American Dream?

6 Insert your logo here FOLLOWING THE JOBS IN AMERICA: EMPLOYMENT No Income Tax States States with Income Taxes

7 Insert your logo here STATES THAT DO NOT PENALIZE WORK TEND TO GET MORE OF IT

8 Insert your logo here Property Tax as % of Median Income Source: U.S. Census and Tax Foundation (2008-2010) Difference: Median Household Tax: $2,098 Median Household Income: $11,210 Property Tax as % of Median Income: 3.4%

9 Insert your logo here Has Any State Ever Taxed Its Way into Prosperity?

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12 Florida State Budget: $74 B

13 Insert your logo here A Tale of Two States: Start Spreading the News!

14 Insert your logo here Florida Should Prefer Its Bracket by Comparison:

15 Insert your logo here SOON!

16 Insert your logo here Texas Led National Job Growth for the Fourth Straight Year 252,400 252,400 Jobs Added in 2013 in 2013 192,900 192,900 Jobs Added in 2013 in 2013 Source: Bureau of Labor Statistics 16

17 Insert your logo here In America’s Job Creating States, Local Taxes Matter TOO

18 Insert your logo here Taxes Per Capita: Texas vs. Florida

19 Insert your logo here Taxes Per Capita: Southeast Region (North Carolina & South Carolina)

20 Insert your logo here Taxes Per Capita: Southeast Region (Alabama & Mississippi)

21 Insert your logo here Taxes Per Capita: Southeast Region (Georgia)

22 Insert your logo here A Tale of Two Graduates:

23 Insert your logo here A 45-year-old New York Registered Nurse could earn over $250,000 more in his/her lifetime by making the move to Miami, FL Miami, FL Registered Nurse who moved from New York, NY Average Annual Wage: $80,680 (Bur. of Labor Statistics, 2012) Assumes a 45-year-old married worker with one dependent Average savings rate from income saved, working until 65 years old Using assumptions within www.savetaxesbymoving.com Average Annual Wage for RN in New York MSA: $80,680 Average Annual Wage for RN in Miami, FL MSA: $64,670 Baptist Health South Florida as example located in Coral Gables, FL In Miami-Dade County, FL A Baptist Health Career at 45?

24 Insert your logo here An American Airlines Pilot at 55? A 55-year-old Chicago Pilot could earn over $100,000 more in his/her lifetime by making the move to Miami, FL Miami, FL Airline Pilot who moved from Chicago, IL Average Annual Wage: $130,950 (Bur. of Labor Statistics, 2012) Assumes a 55-year-old single worker with two dependents Average savings rate from income saved, working until 65 years old Using assumptions within www.savetaxesbymoving.com Average Annual Wage for Airline Pilot in Chicago MSA: $130,950 Average Annual Wage for Airline Pilot in Miami, FL MSA: $127,430 American Airlines as example located in Coral Gables, FL Located in Miami-Dade County, FL

25 Insert your logo here A 50 Year Old Moves to Orlando, FL A 50-year-old Boston lodging manager could earn nearly $99,000 more in his/her lifetime by making the move to Orlando, FL Orlando, FL Lodging Manager who moved from Boston, MA Average Annual Wage: $76,080 (Bur. of Labor Statistics, 2012) Assumes a 50-year-old single worker with one dependent Average savings rate from income saved, working until 65 years old Using assumptions within www.savetaxesbymoving.com 25

26 Insert your logo here Transfer Earnings to Tampa, FL A 40-year-old Chicago transportation manager could earn nearly $250,000 more in his/her lifetime just by making the move to Tampa, FL Tampa, FL Transportation, Storage, and Distribution Manager who moved from Chicago, IL Average Annual Wage: $84,420 (Bureau of Labor Statistics, May 2012) Assumes a 40-year-old married worker with two dependents, average savings rate from income saved, working until 65 years old Using assumptions within www.savetaxesbymoving.com 26

27 Insert your logo here High Tech Jobs in Jacksonville, FL A 35-year-old Atlanta software developer could earn roughly $411,000 more in his/her lifetime by making the move to Jacksonville, FL Tampa, FL Software Developer, Application, moved from Atlanta, GA Average Annual Wage: $86,880 (Bureau of Labor Statistics, May 2012) Assumes a 35-year-old single worker with no dependents Average savings rate from income saved, working until 65 years old Using assumptions within www.savetaxesbymoving.com 27

28 Insert your logo here A Marketing Manager’s Move to Fort Myers, FL A Cincinnati Marketing Manager could earn roughly $201,000 more in their lifetime by relocating to Fort Myers, FL Fort Myers, FL Marketing Manager who moved from Cincinnati, OH Average Annual Wage: $126,540 (Bureau of Labor Statistics, May 2012) Assumes a 45-year-old married worker with one dependent. Average savings rate from income saved, working until 65 years old Using assumptions within www.savetaxesbymoving.com A Cincinnati, Ohio manager could earn roughly $201,000 more in his/her lifetime by relocating to Fort Myers, FL A Cincinnati, Ohio manager could earn roughly $201,000 more in his/her lifetime by relocating to Fort Myers, FL 28

29 Insert your logo here Miami, FL Crane & Tower Operator who moved from New York, NY Average Annual Wage: $70,380 (Bureau of Labor Statistics, May 2012) Assumes a 30-year-old single worker with no dependents, average savings rate from income saved, working until 65 years old Using assumptions within www.savetaxesbymoving.com A 30-year-old New York crane operator could earn nearly $750,000 more in his/her lifetime just by working in Miami, FL. Earning More in Miami, FL 29

30 Insert your logo here Your Call to Action: Arm Your Phone!

31 Insert your logo here Book Perspectives: A Warm Welcome from the Sunshine State: Joseph Y. Calhoun III Joe has worked in the financial services industry since 1992 in various capacities, including Operations Manager, Compliance Manager, Registered Representative and Portfolio Manager. From 1997 to 2006, when he founded Alhambra Investment Management, Mr. Calhoun was a Director of Investments at Oppenheimer & Co. Mr. Calhoun holds the Series 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Advisor Law) securities licenses. He has previously taken and passed the Series 7 (General Securities Representative) and Series 9/10 (General Securities Sales Supervisor) securities exams. Joe proudly served in the U.S. Navy’s nuclear submarine service for 8 years (1983-1990) and was awarded several commendations including the Navy Achievement Medal in 1987. He studied engineering at the University of South Carolina and is a graduate of the U.S. Navy’s Nuclear Propulsion School. He founded Alhambra Investment Management as a registered investment advisory to address the needs of the individual investor. His market commentaries are widely read and published at various online outlets. He has appeared on Larry Kudlow’s program on CNBC and various radio programs. He is also an editor of the website RealClearMarkets.com.

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