News & Insights
Asset protection is an important component of financial security. During your financial planning journey, a CERTIFIED FINANCIAL PLANNER™ professional is likely to integrate asset protection into your plan for financial security. This part of the pla…
If you want to ensure that your wealth and assets are allocated to the right people after your death or in the event you become incapacitated, estate planning is the appropriate strategy. Estate planning ensures that your assets, health care decisio…
Financial Insights – December 15, 2022
While it was coincidental that the November inflation numbers came out on the same day that the Federal Reserve started its meeting, maybe the better-than-expected inflation numbers might influence the course on interest rates.
2022 Financial Recap with Daniel Mannix
How might the 2023 COLA increase affect retirees’ financial plans?
The Social Security Administration provides benefits to retired employees. These benefits can become a substantial part of your retirement plan, especially since they are adjusted according to each year’s cost-of-living expenses. By January 2023, Social Security and Supplemental Security Income (SSI) benefits will increase by 8.7% to account for inflation. The Social Security Administration applies […]
Financial planning is crucial for widows: Here are 5 reasons why
Unfortunately, many women experience the death of their spouse in their lifetime. A study showed that 58% of women aged 75 or older have experienced the death of their spouse, while 28% of men have. A big reason behind this discrepancy is that women have a much higher life expectancy than men and therefore often […]
3 ways your financial planning information should be secured from a hurricane hitting Tampa, FL
When any natural disaster hits, the safety of your personal information can be at stake, especially if it is stored digitally. Rainwater can damage your devices, and harsh winds can infiltrate the places where your devices are stored. If you live in Florida, a major part of your hurricane prep should include protecting your financial […]
3 reasons a personal financial officer should be part of Tampa, FL, business owners’ personal financial planning
As a business owner, you are responsible for planning your personal finances, your employees’ incomes and your business’s success. It can therefore be important for you to hire a personal financial officer who can help you manage your wealth and support your business’s growth. 3 reasons why a financial officer should be a key part […]