Why I Became A Financial Advisor
Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on August 10th, 2018By William G. Cummings, CPA/PFS
Blog
Roth Conversion Changes
Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on June 4th, 2018The Roth IRA has been around for 20 years now. This seemingly simple retirement savings vehicle allows you to accumulate tax free retirement savings.
The Name Game
Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on April 3rd, 2018Author: Scott G. Russell, CFP®
The Name Game
I hate to bash my own industry but…
Is This the Right Time to Invest?
Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on February 5th, 2018In 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:
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?
Getting Over It
Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on December 1st, 2017Authored by Scott G. Russell
Getting Over It
Hurricane Irma, Lessons Learned
Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on November 1st, 2017Author: Scott G Russell, CFP®
Hurricane Irma, Lessons Learned
Successful Couples Do What??
Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on October 27th, 2017Author: Scott G Russell, CFP®
Successful Couples Do What??
