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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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.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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?"
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.