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Hillsborough (813) 909-0022 | Pinellas/Pasco (727) 799-1701



Retirement Income Planning 101

When you first started planning for retirement, your goal was likely to save as much money as possible and have your investments generate the biggest returns possible. But as you approach retirement, there’s never been a more important time to protect your nest egg. That is where a solid retirement income plan comes into play….

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Making the Most of Your Stimulus Check

For many Americans, the most recent $1,400 stimulus check will go towards paying bills or starting an emergency fund. But if your finances are already in good shape, this money can be used to build your long-term wealth through investments. Not sure where you should invest? Our financial experts list their top recommendations for different…

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3 Tax Strategies You Should Know About

As if your hard-earned income wasn’t taxed enough, if you receive Social Security and Medicare benefits, you may be subject to additional levies! While there’s no way to avoid paying taxes, there are strategic ways to lower your tax bill. Protect your income with these three essential tax strategies. Strategy #1: Invest in municipal bonds….

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5 Reasons to Purchase Final Expense Insurance

If you’re approaching the later years of life and do not have a life insurance policy in place, it will be difficult to qualify for affordable coverage. The good news? There are still available options to keep your loved ones financially protected if you were to pass away, one of which is final expense insurance….

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6 Common Questions About Social Security

Navigating through social security benefits is not easy! That is why it is helpful to have an experienced financial advisor on your side who can help navigate you through the process. Here we take a moment to answer some of the most common questions we receive about Social Security benefits. 1) What is social security?…

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Palm Harbor, FL 34685

(727) 799-1701


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Lutz, FL 33548

(813) 909-0022

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St. Petersburg, FL 33713

(727) 799-1701

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