Ethan Plummer, Financial Services Professional with Nylife Securities LLC

10/30/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/28/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

10/27/2026

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10/26/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/23/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

10/20/2026

529 savings accounts are a popular way for grandparents to help pay for education. Learn about how they can make the most of a 529 plan.

K-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.

10/19/2026

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

10/18/2026

Last week, I had a great time attending the ribbon cutting with the St. Pete Chamber of Commerce celebrating 10 years of Spitfire Comedy House!

Congratulations to Zach Mouriz on such an incredible accomplishment and on building such an impressive hub for comedy right here in our city.

It was a fun event filled with great people, funny conversations, and some interesting insight into the community and the history behind Spitfire. Having been a few times before, I’m already looking forward to coming back!

I love seeing local businesses thrive and bring people together through something as universal as laughter. Here’s to many more years of comedy, community, and making St. Pete a more vibrant place to live!

10/16/2026

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

10/15/2026

It was a privilege to be able to help Lothario and his family. Being able to make a difference in the lives of others and support families in our community is what it’s all about. Grateful for the opportunity to give back and be part of something that truly matters.