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Our 'Exceptional' Journey of Applying for Supplemental Security Income

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on November 4th, 2019

Our 'Exceptional' Journey of Applying for Supplemental Security Income

Author:  Scott G. Russell, CFP®

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Who Owns Your Home?

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on September 13th, 2019

You have done your estate plan and you now have a shiny new Revocable Living Trust. You dutifully retitle your home in the name of the Trust as advised by your counsel. You’re all set.

Tags:
  • Insurance
  • revocable living Trust
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Our 'Exceptional' Guardian Advocacy Journey, Part 2

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on May 10th, 2019

Our 'Exceptional' Guardian Advocacy Journey, Part 2

Author:  Scott G. Russell, CFP®

Tags:
  • Guardian Advocacy, Special Needs Guardian Advocacy
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Our 'Exceptional' Guardian Advocacy Journey, Part 1

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on May 10th, 2019

Our 'Exceptional' Guardian Advocacy Journey, Part 1

Author:  Scott G. Russell, CFP®

Tags:
  • Guardian Advocacy, Special Needs Guardian Advocacy,
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It Wasn’t On My Calendar

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on October 25th, 2018

It Wasn't On My Calendar.png

By William Cummings

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It Wasn’t On My Calendar

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on October 25th, 2018

By William Cummings

It’s something most people try to avoid thinking about. In fact, it is something many people successfully avoid thinking about. Unfortunately, a medical, mental, or aging crisis doesn't rely on whether or not you have planned for its arrival; it can come anyway. It sure did for my father and me.

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Our Goals For Helping You (Video)

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on August 29th, 2018

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By William G. Cummings, CPA/PFS and Scott Russell, CFP®

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3 Common Things Our Clients Do To Succeed

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on August 27th, 2018

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By Scott Russell, CFP®

Although our clients backgrounds are diverse, there are 3 common traits that we have noticed. Watch this video to learn what they are, and what to do next to work toward achieving your goals.

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Why I Became a Financial Advisor (Scott)

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on August 15th, 2018

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By Scott Russell, CFP®

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Why I Became A Financial Advisor

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on August 10th, 2018

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By William G. Cummings, CPA/PFS

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Recent Blog Posts

  • Our 'Exceptional' Journey of Applying for Supplemental Security Income
  • Who Owns Your Home?
  • Our 'Exceptional' Guardian Advocacy Journey, Part 2

Archived Blog

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Categories

  • Finding a Financial Planner (1)
  • Finding a Financial Professional (2)
  • Guardian Advocacy, Special Needs Guardian Advocacy (1)
  • Guardian Advocacy, Special Needs Guardian Advocacy, (1)
  • Insurance (1)
  • Investment Planning (1)
  • Retirement Planning (1)
  • revocable living Trust (1)
  • Roth Conversions (1)
  • Successful Couples Financial Planning (2)
  • Tax Planning (1)

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