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 P. Kane
    • Michele Reese
    • Ingrid Schoppe
    • Why Work With a CFP®
    • About Raymond James
  • Resources
    • Resources
    • WorthWhile
  • 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
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Education
    • Goal Planning
    • Investment Strategy
    • Retirement Planning
  • Media
    • Article
    • Newsletter
    • Video
What diversity means for your business
Employee diversity is more than a moral obligation—it’s also a valuable resource.
Business Ownership
Succession planning at all stages
It turns out that no matter what stage of business you are at, it’s never too early to think about succession planning.
Business Ownership
Read
Watch Video
What have markets learned about recessions?
8/19/2022
CIO Larry Adam explains why he doesn't think the U.S. economy is in a recession.
Markets & Investing
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
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Read
Where Medicare falls short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Read
Is an owner-only 401(k) right for you?
How to determine if this unique retirement vehicle makes sense.
Business Ownership
Read
Biohacking: Optimize your body and brain to live better
Engineer your ultimate life with high- and low-tech solutions.
Technology & Innovation
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
How do SBLs stack up to student loans?
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Becoming a digital nomad
Two truths and a lie about life on the road.
Technology & Innovation
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.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use