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 and 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
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Economy
  • Media
    • Article
    • Commentary
    • Newsletter
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use