News & Insights
How can you benefit from working with retirement planning specialists in Tampa, FL?
Are you ready to retire? The answer is probably yes. But, are you prepared to retire? If you are not sure if you are truly ready to retire, working with a retirement planning specialist in Tampa, Florida, can be beneficial to you. Learn how working with a retirement planning specialist can help you. Setting goals […]
Three things to consider when setting up a military retirement plan
Military retirement plans offer the flexibility of withdrawing your pension regardless of age. There are a few different military retirement options depending on when you joined the service. Here are three things to consider when setting up your military retirement: Each military retirement plan requires at least 20 years of service for eligibility except for […]
Retirement planning in Tampa, FL: How does my retirement goal change depending on where I want to retire to?
The cost of living can vary significantly from state to state. This can have a large impact on your retirement planning. In fact, it can be the difference of hundreds of thousands of dollars for your whole retirement fund. According to the Bureau of Labor Statistics, Americans over the age of 65 will spend an […]
What is a CPFA® designation and why does it matter for your retirement planning?
There are many professions where people can add certifications to boost their ability to help people. Doctors do this all the time. Marketers do too. There are even many helpful certifications for financial advisors, such as the Certified Plan Fiduciary Advisor® or CPFA® certification. There is a lot to like about working with a financial […]
What do you picture for your retirement?
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Can a CFP® in Tampa, FL, help me with retirement and joint investment accounts?
There is a wide array of financial tools available to couples in Tampa, Florida, who are looking to meet specific financial goals. Retirement and joint investment accounts are two of the most popular of these tools. However, navigating how these two types of accounts fit into your financial plan can be tricky. Fortunately, a CERTIFIED […]