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.Contact Us
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This article can be a helpful guide when begin preparing for education expenses.
Reasons to retain your coverage into your retirement years.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A windfall from a loved one can be both rewarding and complicated.
Learn how the review process works and how it may help you better understand your Life Insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
An amusing and whimsical look at behavioral finance best practices for investors.
Agent Jane Bond is on the case, cracking the code on bonds.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.