FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

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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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Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

How Much Do I Need To Retire?

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Credit Card Payoff

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

 

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Mastering Mobile Lingo

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Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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