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Clone of Why I Became A Financial Advisor

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

financial advisor.jpg

By William G. Cummings, CPA/PFS

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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

By William G. Cummings, CPA/PFS

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Roth Conversion Changes

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on June 4th, 2018

The Roth IRA has been around for 20 years now.  This seemingly simple retirement savings vehicle allows you to accumulate tax free retirement savings.

Tags:
  • Retirement Planning
  • Roth Conversions
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The Name Game

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on April 3rd, 2018

Author: Scott G. Russell, CFP®

The Name Game

I hate to bash my own industry but…

Tags:
  • Finding a Financial Professional
  • Successful Couples Financial Planning
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Is This the Right Time to Invest?

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on February 5th, 2018

In a recent article by Charles Rotblut, CFA, editor of the AAII Journal, he reminded his readers of some basic investing truths. He started by stating that investing is a long-term process and over time markets rise. He summarizes this as follows:

Tags:
  • Investment Planning
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For the Recently Widowed

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on January 22nd, 2018

 

First, I would like to offer my condolences. Losing a life partner is painful and disorienting. A big part of your life is now gone, and you must continue without your helpmate. What do you do now?

Tags:
  • Tax Planning
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Getting Over It

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on December 1st, 2017

Authored by Scott G. Russell

Getting Over It

Tags:
  • Finding a Financial Planner
  • Finding a Financial Professional
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Hurricane Irma, Lessons Learned

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on November 1st, 2017

Author:  Scott G Russell, CFP®

Hurricane Irma, Lessons Learned

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Successful Couples Do What??

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on October 27th, 2017

Author:  Scott G Russell, CFP®

Successful Couples Do What??

Tags:
  • Successful Couples Financial Planning
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