Independent Financial Services | Blogs
With the number of cyber scams on the rise, what can I do to help protect my data?
A: As our lives become more digitally integrated, our data becomes more valuable. Here are some best practices to help minimize the amount of your information data collectors can access. Turn off personalized ads Many of the largest ad space...
How to Achieve Financial Independence Before Retirement
Most people view retirement as a finish line - that magical age of 65 or 67 when they can finally stop working. But what if we flipped the script? Financial independence isn't about reaching a certain age. It's about reaching a state of freedom...
My parents are getting older – how can I coordinate care and support for them?
A: Creating a “care team” for your elderly parents is a smart move. Here’s a list of suggested professionals to use for helping to support your parents. Healthcare advocates Medical specialists Elder law attorneys Transportation experts Senior move...
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...
I have accounts with on-line brokerage firms, and I do pretty well – why would I need a financial advisor?
A: Many people are do-it-yourself investors, but many also lack the expertise and experience in investing for specific goals and often struggle during volatile times in the market. The market is increasingly volatile, so having a professional on...
The Benefits of Working with a Certified Financial Planner (CFP®)
Life throws financial curveballs when we least expect them. Market volatility, career changes, unexpected inheritances - these pivotal moments often leave us questioning our financial decisions. Studies indicate that individuals managing their own...
I own a small business. What can I do to help manage cash flow, especially during market volatility and times of inflation?
Managing cash flow at a small business can be a challenge during the best of times, but recent market volatility and inflation have made this task even more critical. Review the five strategies below to see if they can work for you. Optimize the...
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...
