Client Focused Financial

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Saint Petersburg, FL
Client Focused Financial

Our mission is to help clients manage their investments and create a financial plan so that they can

03/29/2023

Don't let and media overwhelm you!

Invest in your future by ignoring the noise and focusing on your . Put effective strategies and systems in place to achieve long term success.

Do you have any tips for distinguishing between good and bad financial news? Comment below.

Ignore the financial media and instead put in place financial strategies and systems that will help us achieve our financial goals.

03/20/2023

One of the most important aspects to consider when looking for a trusted is what specific questions should you be asking in order to choose the right one.

Here are some of those questions that you should be asking a financial advisor if you’re in the interview process. Additionally, there are answers to those questions that you should be looking to hear.

There are many misconceptions of financial advisors. So it's important to know what questions to ask when looking for a financial advisor.

03/07/2023

Dive into the world of movements with my new February 2023 video!

Join me as I break down last month's and give you my expert insight on where I think are headed. Don't miss out on this must-watch video that will leave you feeling informed and ready to make decisions.

Learn about this past month's market movements along with hear my take on where I believe stocks are headed

03/03/2023

As a , dedication to is a lifelong commitment, and approaching warrants consideration for maintaining financial stability and a consistent standard of living.

The IRS Revenue Ruling 75-22 offers benefits tailored for . This ruling can assist in the continuation of serving others while simultaneously supporting one's own financial needs.

Learn about the IRS Revenue Ruling 75-22—a tax exemption for retired pastors designed to help them live a financially stable life.

02/28/2023

Are you subscribed to my YouTube channel?

I cover everything from , , , and much more. With my expert insights and guidance, you can feel confident in making smart financial decisions and securing your financial future.

Share your videos with friends, family, and the world

02/21/2023

If you're tired of your money sitting in a low-interest account, it's time to consider .

These inflation-protected offer a competitive return and provide a safe haven for your hard-earned cash. With a fixed rate component and an inflation component, I Bonds are a smart choice for those who want to protect their purchasing power.

Learn more about I Bonds and how they can benefit your portfolio here:

One highlight of inflation being higher is the opportunity that I Bonds offer. I Bonds are a Federally government issued bond.

02/16/2023

January was a great start to the year for investments!

In my latest , I cover important trends and insights that could help you make more informed decisions about your . Whether you're an experienced or just getting started, there's always more to learn when it comes to the .

January was a great start to the year for investments. Listen to my take on the stock market and how that affects investors' money.

02/13/2023

In my latest blog, I explore the Pros & Cons of working part-time in :

The Pros:
- Active, Engaged, and A Sense of Purpose
- Extra Cash Is A Motivator
- You’re Never Too Old To Learn

The Cons:
- Mental and Physical Stress
- Where Do I Fit In?
- Finding Suitable Employment

Exploring the pros & cons of working part-time in retirement. Kick back and relax or roll your sleeves up, what's right for you?

02/07/2023

Don't miss out on your Required Minimum Distributions (RMDs) from your retirement accounts! Failure to take RMDs can result in significant penalties.

Check out my recent blog post for more information on and how to avoid missing payments.

If you missed RMD payments from your IRA and you are over 72, there are a few steps you should take to rectify the situation.

01/31/2023

In case you missed it...
Check out my 2022 Review video!

Watch and learn as I take a look back at over the past year to pull potential for future stock movements looking forward.

I take a look back at stocks over the past to pull potential for future stock movements looking forward.

01/26/2023

Investing in the can be a rollercoaster of emotions. Keep your cool by having strategies in place to manage them.

Whether you're new or experienced, emotions like excitement, fear, and uncertainty are natural when making investment decisions. Don't let them drive your decisions or it could lead to poor performance and financial loss.

Check out these tips to help manage the emotions of in :

Investing in stocks can be a rollercoaster of emotions, and it’s important to have strategies in place to manage the emotions of investing.

01/24/2023

Are you tired of having extra cash sitting in your savings account earning little to no interest?

With interest rates controlled by the Federal Reserve at nearly 0%, banks can't pay much on savings accounts. But don't let that money go to waste! Invest it!

Remember, investing does come with risks and there are no guaranteed returns, but taking no risk also means making no returns.

A common question many people with a healthy savings is what to do with extra cash in the bank. Do you have extra money sitting at the bank?

Address

433 Central Avenue, 4th Floor
Saint Petersburg, FL
33701

Website

http://www.clientfocusedfinancial.com/

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