Maggi Tax & Wealth Advisors

09/03/2026

How to Maximize Your Federal Benefits | Wealthwise with Maggi Ep 8

Full Episode: https://youtu.be/bfuzhhXZIUU

09/03/2026

Thinking about retirement but not sure you’re on track? Start with these five checkpoints. Save this for the next time you’re reviewing your plan or send it to someone who keeps putting it off.

09/01/2026

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

08/31/2026

Think these things are just for rich people? Think again. Whether your estate includes properties on both coasts or just a single home, enhanced planning may ensure that the transfer of your assets to the next generation will go smoothly. Contact our office to learn more about enhanced planning at (727) 799-1701.

08/30/2026

🔥 TAMPA BAY, YOU SHOWED UP! 🔥

What an incredible night at Rodizio Grill! We truly believe this was one of the BEST seminars in Tampa Bay! 🎉

The food was amazing, the atmosphere was perfect, and the conversations were even better. Thank you to everyone who came out, participated, asked questions, and spent the evening with us. You made this night one to remember! ❤️

We’re so proud to bring valuable financial education to our Tampa Bay community and help you feel more confident about your financial future.

And a HUGE thank you to the incredible team at Rodizio Grill for helping make the evening such a success! 🥩🍽️

Tampa Bay, you showed up—and we’re already looking forward to doing it again! 👏

08/29/2026

Master Your Money: Red, Green, Yellow Buckets

Feedback that Fuels Financial Success with Reed Nichols | Wealthwise with Maggi Ep 7

Full Episode: https://youtu.be/V31PPiG0vS0

08/28/2026

How Often Should I Review My Finances?

Feedback that Fuels Financial Success with Reed Nichols | Wealthwise with Maggi Ep 7

Full Episode: https://youtu.be/V31PPiG0vS0

08/28/2026

Here's some retirement savings withdrawal strategies that could potentially help reduce taxes and penalties.

Here's how to withdraw retirement savings and reduce taxes and penalties.

08/27/2026

Why "Set It & Forget It" Doesn't Work on Financial Plans

Feedback that Fuels Financial Success with Reed Nichols | Wealthwise with Maggi Ep 7

Full Episode: https://youtu.be/V31PPiG0vS0

08/26/2026

August is National Golf Month, and retirement planning has more in common with your short game than you might think.
Both require patience, a steady strategy, and the ability to adjust when the wind picks up.
Market shifts, tax changes, inflation, and life events can all throw off your line, so it helps to have a plan that keeps you on course.
Let's review your financial plan and get you ready for the next round.