Barbara Sekely- Financial Advisor

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11/04/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Use your car for business? Make sure you're on the same page as your insurance carrier.
11/02/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

10/30/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

When was the last time you paid yourself first?
10/28/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

10/26/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

10/23/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Start building your child's financial future today with these key points to know about Roth IRAs.
10/21/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
10/19/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Ever heard of a Roth 401(k)? Would one be right for you?
10/16/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

10/14/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

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3896 Night Star Trail
Odessa, FL
33556

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