It’s about that time of year when people with Medicare must decide whether to make changes to their insurance plan. Most people are used to health insurance coverage that is supplied by an employer. According to one survey, 77% of Americans who are currently working...
Retirement planning is an important part of financial planning in general. If you’re planning for retirement, there are five basic steps for you to consider. A financial planner knows how essential each one of these steps is and can guide you through each of them. The...
If you are nearing retirement, you may be nervous about making sure you have all your ducks in a row. Investment strategies may need to change as you get closer to retiring, so it’s important to make sure you have the right guidance to keep you up to date. We...
Sometimes the terms “wealth managers” and “financial advisors” are used interchangeably, but really, they mean two different things. A wealth manager is a type of financial advisor. Financial advisors handle general finances, but wealth managers specialize in...
In the last several years, Tampa, Florida, has seen its population growth explode. The city’s population consists of 1 in 5 senior citizen residents and is one of the largest metro areas for seniors in the U.S. today, according to a recent Tampa Bay Times article....
Retirement planning on its own can be daunting, but retirement planning in Tampa, Florida, can feel like a whole other beast. Tampa’s housing market prices and inflation rates are higher than the national average. This is making it hard for people to find affordable...
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