Independent Financial Services | Blogs
2025 Investment Strategy Quarterly
Letter from the Chief Investment Officer Come on Down! The Ten Themes of 2025 The past two years have been favorable for investors, with the economy and financial markets delivering all the right answers. As we step into 2025, it's the new round,...
Innovative Retirement Solutions for Tampa’s Diverse Business Sectors
Tampa's economic evolution tells a powerful story about retirement planning. From the booming healthcare corridor near USF to the bustling maritime industry along the port, each business sector faces distinct challenges when it comes to preparing...
What are some strategies for keeping my home within the family?
A: Preserving your property across generations takes thoughtful planning and open communication. Your home is full of delightful, heartwarming memories. And if you decide you’d like to keep it within the family, you’ll need to teach your loved ones...
Estate Planning 101: Protecting Your Legacy
Have you ever thought about what would happen to your cherished family recipes, your grandfather's pocket watch, or your hard-earned assets if something unexpected occurred? Most people push these thoughts aside, viewing estate planning as...
I Have Young Children, What Can I Teach Them About Money?
Financial literacy is a gift which can last a lifetime. Only 1 in 6 students will be required to take a personal finance course before earning a high school diploma, according to nonprofit Next Gen Personal Finance. I love when clients bring in...
Building a Resilient Financial Plan Amid Market Volatility
Watching market swings can feel like riding a roller coaster - exhilarating for some, terrifying for others. Recent data shows emotional reactions to market volatility often lead investors to make decisions that could impact their long-term...
What Are Some Suggestions on Discussing Estate Planning with my Family?
You’ve achieved a certain level of success, and you understand the privileges of significant wealth come with challenges. Among those challenges is successfully passing your wealth and values on to the next generation. Without careful planning,...
The Role of Women in Wealth Management: Strategies for Success
The wealth management industry stands at a crossroads of transformation. As traditional approaches evolve, women advisors are reshaping client relationships, bringing fresh perspectives to financial guidance, and redefining what success looks like...
What are some Myths of Medicare?
A: Many find Medicare hard to navigate. Here are five common Medicare myths: Myth: Medicare offers free healthcare. Fact: The Affordable Care Act allows Medicare beneficiaries an annual wellness check at no charge. Beneficiaries also are entitled...
Unlocking Passive Income: A Guide for Financial Freedom
In 2024, roughly half Amereicans say that they’re living paycheck to paycheck, caught in the cycle of trading time for money. Yet a growing number of people are discovering paths toward financial independence through passive income streams, with...
