Skip to content
Tampa Bay Financial Planning logoTampa Bay Financial Planning logo
  • Home
  • Our Philosophy
    • Our Philosophy
    • Our Approach
  • Our Services
    • Our Services
    • Investment Strategies
    • Retirement Planning
    • Portfolio Management
    • Financial Planning
    • Longevity Planning
    • Risk Management
    • Education Planning
    • Fixed Income Services
    • Estate, Charitable Giving & Trust
    • Banking and Lending Solutions
    • Sustainable Investing
  • Our Team
    • Our Team
    • Sheldon Clark
    • Thomas Kane
    • Michele Reese
    • Ingrid Schoppe
    • Why Work With a CFP®
    • About Raymond James
  • Resources
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Retirees
    • Business Owners
    • Women
    • Corporate Executives
    • Sudden Wealth
  • In the Community
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Tampa Bay Financial Planning
    2531 Landmark Dr Ste 201 Clearwater, FL 33761-3928 T: 727.738.6101 F: 866.692.7298
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Goal Planning
    • Housing
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
Correcting your retirement course
Plan B can turn into something beautiful.
Retirement & Longevity
Sorting through complicated compensation plans
Managing earnings tax efficiently may be just as important as the compensation package itself.
Family & Lifestyle
Read
Read
Protecting your social security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
The generosity and sacrifice of non-professional caregivers
Supporting an aging parent or less-independent loved one can be a mutually meaningful experience. Providing that care also comes with emotional, physical and financial costs to consider.
Family & Lifestyle
Why contribute to a Roth IRA?
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Read
Deep clean your portfolio this spring
Mark your calendar with important market deadlines and closures.
Retirement and Longevity
Read
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Read
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Connective tech offers seniors independence – with tradeoffs
Younger generations aren’t the only ones balancing the benefits of technological innovation with drawbacks like digital addiction, privacy concerns and mental health effects.
Retirement & Longevity
Unlocking the untapped potential of the Longevity Economy
Dr. Joe Coughlin, founder and director of the MIT AgeLab, explains why retirees are “the world’s most misunderstood market.”
Retirement & Longevity
How well do our retirement assumptions align with reality?
Too often, retirement is thought of as a finish line – a destination, rather than a new, decades-long phase of life.
Retirement & Longevity
envelope

The future at your fingertips

Tampa Bay Financial Planning logoTampa Bay Financial Planning logo
  • Tampa Bay Financial Planning
  • 2531 Landmark Dr Ste 201 Clearwater, FL 33761-3928
  • T: 727.738.6101
  • F: 866.692.7298
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Tampa Bay Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use