Total Resource Financial LLC

Total Resource Financial LLC 🔑 At TRF we provide the Total Retirement Experience 🏖️ | Personalized retirement plans that fit YOU 📈 Let us help you retire with confidence ✨

For full disclosures please see our website at https://totalresourcefinancial.com/

The One Big Beautiful Bill Act increases the Child Tax Credit to $2,200 per eligible child.Other updates to the Child Ta...
01/12/2026

The One Big Beautiful Bill Act increases the Child Tax Credit to $2,200 per eligible child.

Other updates to the Child Tax Credit include:
➡️ The credit will be adjusted for inflation in future years
➡️ A valid Social Security number is required for the child
➡️ For joint filers, at least one spouse must have a valid SSN

These updates aim to clarify eligibility and streamline administration.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

Don’t itemize? In 2026, you can deduct cash donations to charity. You can deduct up to:🔹$1,000 if filing single🔹$2,000 i...
01/09/2026

Don’t itemize? In 2026, you can deduct cash donations to charity.

You can deduct up to:
🔹$1,000 if filing single
🔹$2,000 if married filing jointly

Donations must be made in cash and sent to qualified organizations. This is a new option for giving back while managing taxable income without requiring itemization.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, May 30, 2025

Under the One Big Beautiful Bill Act, the standard deduction might impact your upcoming tax filing.The updated standard ...
01/07/2026

Under the One Big Beautiful Bill Act, the standard deduction might impact your upcoming tax filing.

The updated standard deduction amounts for 2026 will be:
▪️$32,200 for married filing jointly
▪️$24,150 for head of household
▪️$16,100 for single or married filing separately

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

The start of a new year is a great time to step back and look at the bigger picture. A few small reviews early in the ye...
01/05/2026

The start of a new year is a great time to step back and look at the bigger picture. A few small reviews early in the year may help you stay organized and ready for what’s ahead.

Here are three simple ways to start:
1️⃣ Reassess coverage and protection needs to make sure they reflect your current situation and priorities.
2️⃣ Review budgets and savings habits to see if recent changes in expenses or income call for updates.
3️⃣ Set short-term milestones that make progress easier to track and adjustments easier to manage.

Taking time to revisit these areas may help create structure and awareness for the year ahead.

Wishing you a healthy and productive New Year!

Cheers to the possibilities and opportunities the new year holds. Wishing you a happy and prosperous new year!
01/01/2026

Cheers to the possibilities and opportunities the new year holds. Wishing you a happy and prosperous new year!

🎄 Merry Christmas from Total Resource Financial 🎄Christmas reminds us of what truly matters—family, security, hope, and ...
12/25/2025

🎄 Merry Christmas from Total Resource Financial 🎄

Christmas reminds us of what truly matters—family, security, hope, and the comfort of knowing you’re cared for. It’s a time to pause, reflect, and hold close the people and moments that give life its deepest meaning.

We’re deeply grateful for the trust our clients place in us—not just with their finances, but with their dreams, their future, and the legacy they’re building for the ones they love.

From our families to yours, may today be filled with peace, warmth, and moments that linger in your heart long after the decorations come down. ✨

🎄 Christmas is just 7 days away ✨As the year comes to a close, we’re reminded that the holidays are about more than cele...
12/18/2025

🎄 Christmas is just 7 days away ✨

As the year comes to a close, we’re reminded that the holidays are about more than celebrations—they’re about security, peace of mind, and taking care of what matters most.

At Total Resource Financial, this season reflects why we do what we do: helping individuals, families, and businesses step into the new year with clarity, confidence, and a solid financial foundation.

Here’s to finishing the year strong, planning wisely, and welcoming the year ahead with intention.

✨ Learn more at www.TotalResourceFinancial.com

🍁✨ Gratitude is the key that unlocks the fullness of life. This Thanksgiving, let's cherish the moments spent with loved...
11/27/2025

🍁✨ Gratitude is the key that unlocks the fullness of life. This Thanksgiving, let's cherish the moments spent with loved ones, savor delicious food, and count our blessings. Wishing you all a day filled with warmth, love, and endless joy!

Veterans Day is a day to honor America's bravest sons and daughters who answered the call to defend their nation and, in...
11/11/2025

Veterans Day is a day to honor America's bravest sons and daughters who answered the call to defend their nation and, in doing so, made the greatest sacrifice of all. To all who serve: thank you for your service and Happy Veterans Day!

10/31/2025

Happy Halloween 2025 👻🎃

May your Halloween be filled with tricks, treats, and everything sweet! Boo to you from our TRF crew - have a Happy Hall...
10/31/2025

May your Halloween be filled with tricks, treats, and everything sweet!
Boo to you from our TRF crew - have a Happy Halloween!!

🚨 New Team Member Alert! 🚨We’re excited to welcome Kayla to the TRF family as our new Advisor Support Associate! 🎉Kayla ...
08/29/2025

🚨 New Team Member Alert! 🚨

We’re excited to welcome Kayla to the TRF family as our new Advisor Support Associate! 🎉

Kayla is a Tampa native, a proud USF Bull 🤘, and is currently pursuing her Master’s in Cybercrime. When she’s not studying or helping our team, you can catch her cheering on the Tampa Bay Lightning ⚡️

We’re thrilled to have Kayla on board — drop a 👋 in the comments to help us welcome her!

Address

5650 Breckenridge Park Drive
Tampa, FL
33610

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18135711233

Website

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