Kimberly Overman, 2008 President of the Financial Planning Association of Tampa Bay (FPA), featured in the News. President Frederick Van Den Abbeel Unanimously Elected 2010 President Of The Financial Planning Association Of Tampa Bay “Frederick’s dedication to the financial planning industry is why members of the local Financial Planning... 

Wisdom from The Financial Well: You have four business days to finish your 2009 year-end tax planning. Take inventory of your financial fitness to see if there’s an opportunity to keep more of the money you have earned in 2009 or will earn in 2010. 2009 Year End Tax Planning  Read More →

News > The Financial Well In the News As seen in…Bank Investment Consultant Shaken and Stirred By David J. Drucker November 1, 2008 Not all advisors will be ready to make the shift to a more active investment role. But the current market calamity has caused them to reorient their businesses to better deal with weak markets in the future. Says... 

News > Video Videos – For Your Financial Well Money 911: Wine And Money TBO.com – Tampa Bay Online Money 911: Wine And Money December 3, 2009 Tampa- A local financial expert is offering a way for women to learn money matters and have some fun at the same time. Watch Video  Read More →