Understanding Today's Financial Environment
Welcome, I’m Danny Ossi, a financial professional in Tampa, Florida. I understand that individuals face unique challenges as they build wealth and plan for the future. Our team can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.
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Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.