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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The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Glossary of Scam Terms
A helpful glossary of current scams.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.