Selecting a Financial Planner A message from Kimberly D. Overman, CFP and the Financial Planning Association of Tampa Bay. Read More →
Are you flying solo when it comes to planning for your financial future? Consider these tips for easing the financial burden. Living the single life no longer is an anomaly: According to the U.S. Census Bureau, 45% of households nationwide are maintained by a single person. Being single affects many areas of financial planning, including retirement,...
What to Do After You’ve Been Automatically Enrolled in Your Company’s Retirement Plan At one time, the only way you could join your company’s 401(k) plan, 403(b) plan, or 457(b) plan was to put pen to paper and sign yourself up by filling out the appropriate forms. Now, though, in an effort to help participants increase their retirement savings,...
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors. Learn...
At some point in our lives, many of us turn to a financial professional for help with financial matters. Charting a course with a professional to reach your financial goals can be an exciting adventure, but it shouldn’t have to be a blind leap of faith. Before you commit to a long-term relationship, here are some things to think about. Finding...
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...
