James Spicuzza · The Trust Group Financial Services

I'm here in Kansas City for Creative's 2025 Summit financial advisory event (Top 200 advisors in the nation) and we had some pretty cool speakers, but some that stood out were more shows than speakers. Oz Pearlman the mentalist blew our minds yesterday (IYKYK) and we wrapped up today with Bryan Neale, a Super Bowl NFL referee. He'll be doing the Eagles Rams game.

I tried to squeeze a pick out of him and he wouldn't take the bait. But we did have some fun with his gear and Super Bowl ring. It was 16° this morning. Off to the Main Event for dinner and back to the sunshine state tomorrow.

Do I look like a natural NFL referee or what?

This Valentine's Day, which do you think truly says I love you more? And which one do you think is cheaper?

A) A 2 carat diamond ring.

or

B) A $1,000,000 life insurance policy for 20 years.

Here's my simple Top 3 Financial Resolutions you should make today. And they are easier than a new diet or a new workout or organizing the garage. All you have to do is two simple things. Read why they are important and why you need to do them now and then send me a message to start the conversation. 🙂

3 Financial Things To Do Right Now Before March 1st of The New Year Here is my Top 3 to do list for the new year. 1) BUY/REVIEW YOUR LIFE INSURANCE. Do you have children and/or a spouse who depend on your income? Then you should have life insurance. Right now there are tens of thousands of GoFundMe campaigns for families who lost a breadwinner and are desperate for....

Many soon to be retirees are surprised to learn this option even exists. But is it the right decision? Read on to learn more and if you have questions about maximizing your social security and creating tax efficient retirement strategies - give us a call or send us a message. We are here to help you live your best retirement. 727-939-9465.

Social Security Options in Florida - Is a Lump-Sum Social Security Payment Right For You? As an individual nearing 70, you’ve intended to delay your Social Security benefits until the decade comes. But in some cases, there are times when you may need the money sooner than expected. Seemingly in the knick of time, there is an option to receive up to six months of benefits in a lump-sum ...

Wise decisions can make all of the difference and we're here to help. Schedule a phone call now and allow us to answer your questions. https://calendly.com/jamesspicuzza/15min/?month=2021-02

You Just Inherited a Substantial Amount of Money in Florida. Now What? Wise decisions can make all of the difference Did you recently inherit a significant amount of money or assets from a parent, grandparent or other loved one? If so, you’re not alone. According to analysts, the United States population has recently entered a phase informally known as “the great w...

This early financial decision could prove profoundly positive over time. Start the conversation today and see how we can help. Visit https://www.trustgroupfinancial.com/contactus

Starting a Roth IRA in Tampa Bay for a Child or Grandchild | James Spicuzza | The Tust Group | Florida | 401(k) IRA Rollover This early financial decision could prove profoundly positive over time. Do you have a child or grandchild earning some income? Indirectly, that after-school or

An annuity contract's maturity date or annuity date is the most misunderstood contract provision. Read on to learn more.

The Annuity Date or Maturity Date | James Spicuzza | Trust Group Financial | Estate & Retirement Planning An annuity contract's maturity date or annuity date is the most misunderstood contract provision. Originally posted by Gary Spicuzza on December 6, 2006 Here’s

Do you have a question about the different types of IRAs? Do you have an old 401(k) and need help rolling it over to an IRA? Let us serve you. Start the conversation today so we can explain in detail all of your options and formulate a strategy to meet your goals. Call or text James at 727-939-9465.

The Different Types of IRAs for Retirement Savers in Palm Harbor Florida | James Spicuzza | Trust Group Financial | Estate & Retirement Planning This popular retirement savings vehicle comes in several varieties. What don’t you know? Many Americans know about Roth and traditional IRAs, but there are othe...

How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider.

College Funding Options for Florida Residents | James Spicuzza | Trust Group Financial | Estate & Retirement Planning You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be the key for mo...

Do you need to access your retirement money early? Maybe you just want to retire before you turn 60 and plan a lifelong income stream from the money you have saved and invested. You may be surprised to know that the Internal Revenue Service allows you a way to do this, provided you do it carefully... Read on to learn more and don't forget to SUBSCRIBE.

72(t) Distributions: Early Withdrawals From Retirement Accounts for Ta | James Spicuzza | Trust Group Financial | Estate & Retirement Planning Sometimes you can take penalty-free early withdrawals from retirement accounts. Do you need to access your retirement money early? Maybe you just want to retire