Barbara Sekely- Financial Advisor

Barbara Sekely- Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Barbara Sekely- Financial Advisor, Financial planner, 3896 Night Star Trail, Odessa, FL.

Can group and private disability policies work together?
07/17/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
07/15/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
07/13/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Facing divorce? Don't overlook changes to your insurance coverage.
07/10/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
07/06/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
07/03/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

10 tips that can head-off marriage money problems.
07/01/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

The sooner you begin investing, the longer your money can work for you.
06/29/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/26/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

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

The savings rate is the government’s estimate of how much U.S. households are saving.
06/24/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

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3896 Night Star Trail
Odessa, FL
33556

Telephone

+17272033388

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