Independent Financial Services | Blogs
Q: How can I give to international causes effectively while considering tax benefits and trusted partners?
A: Global giving is growing rapidly, with contributions to international affairs increasing by 21% over the past five years, according to Giving USA. This rise is largely due to greater awareness of global issues through social and news media,...
Active vs. Passive Investing: Which Strategy Fits Your Goals?
Active vs. Passive Investing: Which Strategy Fits Your Goals? The investment world has witnessed a massive shift over the past decade. Investors have moved billions of dollars from actively managed funds to passive index funds, fundamentally...
Building a Comprehensive Financial Plan: What to Include
Building a Comprehensive Financial Plan: What to Include Approaching financial planning can feel a lot like tackling a home renovation project - one room at a time. You set up a budget here, open a retirement account there, maybe buy some life...
Q: Why does having more wealth require more financial planning instead of less?
A: It’s a common misconception that more money means fewer worries. In reality, wealth often introduces new, more complex risks that require thoughtful and proactive planning. As your financial resources grow, so does your exposure—to legal,...
How a CFP® Helps You Turn Financial Goals Into a Real Plan
Disclosure: Certified Financial Planner Board of Standards Center owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP...
Q: Why is offering a competitive employee benefits package essential for business success today?
A: In today’s evolving job market, offering a competitive benefits package is more important than ever. The “great resignation” has shifted employee expectations, making benefits a key factor in both attracting and retaining talent. According to a...
The Importance of Updating Your Will in Tampa
When was the last time you looked at your will? If you're like most Tampa residents, it's probably been gathering dust in a drawer or safe deposit box for longer than you'd care to admit. While creating a will is a crucial first step in protecting...
The Benefits of Automated Savings Tools
Have you ever found money in an old coat pocket? That happy surprise can now happen regularly, thanks to automated savings tools. These digital helpers work behind the scenes to grow your money without you having to think about it. According to...
Q: Why is portfolio rebalancing important, and how can investors avoid common pitfalls?
A: Rebalancing is a key part of maintaining a healthy investment portfolio that aligns with your goals, risk tolerance, and time horizon. Over time, different assets grow at different rates, which can shift your portfolio’s original allocation and...
Back-to-School Budgeting Tips for Tampa Families
The smell of new notebooks, the excitement of seeing friends again, and the sting of a dwindling bank account – back-to-school season has arrived in Tampa! As summer winds down, families across the Bay Area are preparing for another school year,...
