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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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Debt Stress
There’s a link between debt and stress.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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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.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.