Wealth Advisors of Tampa Bay

Your holiday bonus can do more than just boost your holiday spirit! Make it count with these tips for using your bonus to give a financial boost to your future self.

Turn Your Holiday Bonus Into a Gift That Keeps on Giving — Wealth Advisors of Tampa Bay Make your holiday bonus work for you! Splurge a little, save smartly, and invest wisely to enjoy now and pave the way for a secure future.

Long term care can affect much more than where or how someone receives care. It can also have implications for retirement assets, family members, legacy plans, and a broader financial strategy.

Join Robert Fenn Giles, III. and Ryan Chard of Wealth Advisors of Tampa Bay, along with Steven Brinkman of Ash Brokerage, on September 17 at 2:00 PM ET for a free webinar focused on planning for potential future care needs.

During the discussion, they’ll explore:
● Understanding long term care risks and costs
● Preserving retirement assets
● Insurance and funding options
● Family and legacy planning considerations
● Incorporating long term care into a comprehensive financial strategy

No one knows exactly what future care needs may look like. Understanding the potential financial and family considerations today can help you think more intentionally about how long term care fits into your overall plan.

September 17, 2026 | 2:00 PM ET | Via Zoom

We hope you'll join us.

This educational session will discuss how long term care may affect retirement assets, the insurance and funding options available, family and legacy considerations, and how future care planning can fit within a comprehensive financial strategy.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Wealth Advisors of Tampa Bay, a registered investment advisor and separate entity from LPL Financial. ASH Brokerage is not affiliated with LPL Financial or Wealth Advisors of Tampa Bay.

Unlock the full potential of your holiday bonus this season! Discover the best strategies for spending, saving, and investing this year-end windfall for a brighter financial future.

Turn Your Holiday Bonus Into a Gift That Keeps on Giving — Wealth Advisors of Tampa Bay Make your holiday bonus work for you! Splurge a little, save smartly, and invest wisely to enjoy now and pave the way for a secure future.

Today's money talks with your kids equip them for financial independence tomorrow. Start lessons early and keep conversations flowing as kids grow.

How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks — Wealth Advisors of Tampa Bay Want to give your kids the gift of financial literacy? It starts with having money talks with them early on.

Google's enhanced autofill can save you time by filling in more types of info. Here's how to enable it, while protecting yourself from potential risks.

Chrome can now store your driver's license and passport, but is that safe? Google's enhanced autofill can save you time by filling in more types of info. Here's how to enable it, while protecting yourself from potential risks.

Donor-advised funds (DAFs) offer a strategic way to manage your charitable giving with significant tax advantages. Learn how they, their benefits, and why they might be the perfect addition to your philanthropic strategy.

Donor-Advised Funds: A Smart Way to Manage Your Charitable Giving — Wealth Advisors of Tampa Bay Donor-advised funds provide an efficient way to manage your philanthropy with tax efficiency and strategic flexibility.

Most people think tax planning is a December activity. It's not. By December, many of your options are already gone.

The best tax strategies for high earners and retirees need weeks of runway. Projections need to be run. Advisors need to be available. And the math has to be right before you commit. 📋

But every year, people wait. The holidays creep in, and suddenly you're making financial decisions between travel plans and holiday celebrations.

Fall is when the real work should start. That's your window. 🍁

Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

Charitable Donations: The Basics of Giving Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

If you're a high earner or retiree, your year-end tax plan deserves more than a few weeks of attention. Fall is when the smartest planning begins. 📌 https://www.wealthadvtb.com/blog/fall-tax-planning-strategies?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Why Fall Is the Real Tax Planning Season for High Earners & Retirees — Wealth Advisors of Tampa Bay Fall is the best time for high earners and retirees to plan year-end tax moves. Learn which strategies deserve attention before December.

Are you using the most effective tools for your charitable contributions? Explore how Donor-Advised Funds can simplify your donations and maximize impact.

Donor-Advised Funds: A Smart Way to Manage Your Charitable Giving — Wealth Advisors of Tampa Bay Donor-advised funds provide an efficient way to manage your philanthropy with tax efficiency and strategic flexibility.