Bohannon Financial

10/15/2026

RETIREMENT INCOME comes from a coordinated strategy across different types of accounts.

For many pre-retirees, the transition into retirement doesn't unfold as carefully as they expected. Planning for taxes and market volatility need a strategy and to be monitored.

After years of disciplined saving, the focus suddenly shifts to income — and that's where things can feel rushed. Decisions are made quickly. Accounts are tapped without a clear sequence. Tax consequences show up later.

Market volatility doesn't stop at retirement, but your strategy should account for it differently. The biggest risk isn't just market decline — it's withdrawing income during that decline.

Bohannon Financial We specialize in retirement income planning. Contact us for a preview of what to expect in your retirement years and how to plan ahead in confidence.

08/27/2026

ALL ARE WELCOME WEDNESDAY September 2nd 6:30 - 8:30p
Florida Economic Club - Tampa Bay
GUEST COMMUNITY LEADER:
Duggan Cooley
Pinellas Community Foundation CEO
Casual business attire
$25 in advance or $35 after 3 pm on the day of the event with complimentary hors d'oeuvres
Florida Economic Club - Tampa Bay

06/09/2026

JOIN US FRIDAY JUNE 19TH downtown St Pete to kick-off Father's Day weekend. 60's Style Art, Music & Fashion ! SPONSORED by BohannonFinancial.com

05/04/2026

ALL ARE WELCOME! JOIN US Wednesday May 6th fro 6:30 til 8:30p downtown St Pete for our next Community Leader Social by Florida Economic Club - Tampa Bay
GUEST COMMUNITY LEADER:
Mark Ferguson
Ferg's Sports Bar & Grill owner
"How to keep the Ray's in St. Pete"
Casual business attire
$20 in advance or $30 after 3 pm on the day of the event with complimentary hors d'oeuvres

11/05/2025

www.BohannonFinancial.com
You might have heard about a specific age when Social Security benefits become tax-free. It may have been 70, 72, or even 65. Well, whatever age you’ve had in mind, it's time to put this Social Security tax myth to rest.

The fact is, there is no specific age at which your Social Security benefits automatically become nontaxable.

We specialize in retirement income planning. Contact us today for tax saving income planning.

09/25/2025

www.FloridaEconomicClub.org
COMMUNITY LEADER SOCIAL | Tampa
Wed, Oct 01 6:30p til 8:30p
Byblos Cafe & Lounge-South Tampa
All are welcome. Advance TICKETS are discounted

Ignacio Barrón Viela, Florida Orchestra President

07/18/2025

FloridaEconomicClub.org
JOIN US during our MEMBERSHIP DRIVE and attend one or BOTH FEC groups. Economic Club - Tampa Bay has been connecting the business community of Tampa/StPete since 2009. And we have expanded and added Florida Economic Club - Sarasota
Membership is $250 . Only $400 to join both!
MARK the dates Wednesday 8/6/25 TAMPA and 8/13/25 Sarasota for our MEMBERSHIP PARTY . Details on our Web site and pages

11/19/2024

Join our list of Sponsors! November 27th deadline for featured Red Carpet photos on our BANNER . Help us support PTSD Awareness Campaign for our Vets, caregivers and children as we go BIKER in this year's Signature MAD PaRtY as we celebrate the 60's !
View our event manager Web site for details and contact info www.luxefashiongroup.com/madrebel

11/14/2024

Let us stress test your retirement planning assets for medical expenses and long term care funding.Each situation is different for our clients so it's not a one size fits all planning solution. Let us help if and when to consider Long Term Care insurance.

Now is the time to !