Independent Financial Services | Blogs
Maximizing Returns: Sustainable Investment Strategies for Long-Term Growth
In the world of investing, the term "sustainable" often brings to mind environmental concerns. However, when we talk about sustainable investment strategies, we're referring to approaches that can withstand market fluctuations and deliver...
I’m retired. How can I keep my savings working for me?
Q: I’m retired. How can I keep my savings working for me? A: You’ve spent many years saving in preparation for retirement. Now that you’ve arrived, there are still decisions to be made regarding how to turn your retirement savings into...
What’s the single most important mistake investors make during an election year?
Q: What's the single most important mistake investors make during an election year? A: Before answering that question, it’s critical to keep one thought in mind: According to Capital Group/American Funds, “Over the long term, going as far...
I’m a single parent. Do you have any financial tips?
Q: I’m a single parent. Do you have any financial tips? A: Review this checklist to help make sure you’re on the right track. Set up a budget and recalibrate as necessary. The most important part of managing a budget is to check in with...
I’m interested in keeping my home within the family. What are some things to consider?
Q: I’m interested in keeping my home within the family. What are some things to consider? A: Start by speaking with your closest loved ones about your family history, values and plans. Some clear questions will need to be asked and answered: ...
What are some estate mistakes I need to be aware of?
Q: What are some estate mistakes I need to be aware of? A: Don't let blunders keep your wishes from being carried out and leave your family – and wealth – in the lurch. No plan in place Prince Rogers Nelson did a lot of things right in his...
What are some of the benefits of my business participating in charity?
Q: What are some of the benefits of my business participating in charity? A: With your business's success, it's only natural you begin to look for ways to give back to your community. Corporate giving will not only be personally fulfilling, but it...
Effective Succession Planning in Tampa
Succession planning—while it might sound like fancy corporate jargon, it's actually an important strategy that can make or break your financial future. Whether you're a business owner in Tampa or an individual looking to safeguard your assets,...
Understanding and Leveraging Tampa’s Economic Trends for Business Growth
Are you a business owner or aspiring entrepreneur looking for opportunities to thrive in today's dynamic market? Tampa, Florida, could be your answer. This bustling city on Florida's Gulf Coast has been experiencing a wave of economic growth in...
Navigating Tampa’s Tax Landscape: A Guide for Savvy Business Owners
When it comes to running a successful business, one of the crucial aspects that often gets overlooked is tax planning. As a business owner in Tampa, you have a unique tax landscape to navigate, and understanding how to optimize it can make a...
