3 Financial Things To Do Right Now Before March 1st of The New Year
Here is my Top 3 to do list for the new year. 1) BUY/REVIEW YOUR LIFE INSURANCE. Do you have children and/or a spouse who depend on your...


You Just Inherited a Substantial Amount of Money in Florida. Now What?
Wise decisions can make all of the difference Did you recently inherit a significant amount of money or assets from a parent, grandparent...


72(t) Distributions: Early Withdrawals From Retirement Accounts for Tampa Bay Investors
Sometimes you can take penalty-free early withdrawals from retirement accounts. Do you need to access your retirement money early? Maybe...


Set Goals as You Save For Retirement
Turn your intent into a commitment. Goals give you focus. To find and establish your investing and saving goals, first ask yourself what...


Tampa Bay Professionals Must Manage Lifestyle Creep
Sometimes more money can mean more problems. “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money...


TSP Withdrawal Options Are Changing for Florida Residents
New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new withdrawal...


Planning for Retirement? Why You Want Your Plan In Writing
Setting a strategy down may help you define just what you need to do. Many people save and invest vaguely for the future. They know they...


Women Need to Take Charge of Their Money
Why do so many of us delegate financial responsibilities to others? Many women are in charge of their financial lives, and proudly so....


The Amazing History of Annuities (Infographic)
From ancient Rome to the Civil War, this financial tool has a long and interesting story. Learn where annuities came from and how they’ve...


Cybercurrencies: A Risky Choice in 2018
This year, we have seen the downside of bitcoin & other altcoins. Bitcoin. Ethereum. Litecoin. Ripple. Ether. As 2017 ended, the prices...

