Kingsbury Financial Advisors

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⏰ Reminder: October 15 is the Tax Extension Deadline 📅If you filed for a personal or business extension, your federal ta...
10/13/2026

⏰ Reminder: October 15 is the Tax Extension Deadline 📅

If you filed for a personal or business extension, your federal tax return is due October 15.
Don't wait until the last minute to gather documents, review your return, and submit your filing.
Taking care of it now can help you avoid unnecessary penalties, interest, and last-minute stress.

🎓 "What if my kid gets a scholarship? What if they skip college entirely?"The two fears that keep families from funding ...
10/12/2026

🎓 "What if my kid gets a scholarship? What if they skip college entirely?"

The two fears that keep families from funding 529s are the two most overrated fears in education planning, and the real rules are friendlier than almost anyone knows.

Our new handbook answers the what-ifs, including the leftover-money options most owners never hear about.

Download the guide: https://resources.kingsburyfa.com/e360/guides/the-529-owners-handbook/

For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

🌎 Happy World Financial Planning Day!Your financial goals are unique, and having a plan can help turn those dreams into ...
10/07/2026

🌎 Happy World Financial Planning Day!
Your financial goals are unique, and having a plan can help turn those dreams into reality.
Whether you're preparing for retirement, planning your next adventure, or building a legacy for your family, a thoughtful financial strategy can help keep you on track.

Dream it. Plan it. Live it.

💡 Looking for a simple way to potentially save money on your mortgage?By making bi-weekly mortgage payments instead of m...
09/18/2026

💡 Looking for a simple way to potentially save money on your mortgage?

By making bi-weekly mortgage payments instead of monthly payments, you make the equivalent of one extra payment each year.

That extra payment could help you:
✅ Reduce interest paid over time
✅ Build home equity faster
✅ Pay off your mortgage years earlier

This strategy can help reduce interest costs, build equity faster, and potentially shorten the life of your loan.

🏠 Small changes can make a big difference over time.

Happy National 401(k) Day!A quick retirement check-in can go a long way✅ Are you getting your full employer match? ✅ Cou...
09/10/2026

Happy National 401(k) Day!

A quick retirement check-in can go a long way

✅ Are you getting your full employer match?
✅ Could you increase your savings by 1%?
✅ Is your investment allocation still aligned with your goals?

Your future retirement isn't built overnight. It's built step by step.

📞 If it's been a while since you've reviewed your retirement plan, now is a great time to start the conversation.

Happy Labor Day!Today, we recognize the dedication and contribution of workers across the country. We also celebrate the...
09/07/2026

Happy Labor Day!

Today, we recognize the dedication and contribution of workers across the country.

We also celebrate the hard work that helps build financial goals, support families, and strengthen communities.

💡 Did you know? Nine U.S. states currently have no state income tax.Taxes can have a meaningful impact on your long-term...
09/02/2026

💡 Did you know?
Nine U.S. states currently have no state income tax.

Taxes can have a meaningful impact on your long-term financial plan, but state income tax is only one piece of the puzzle.

As retirement approaches or life circumstances change, understanding how taxes, living expenses, and other factors work together can help you make more informed decisions.

The best financial moves are based on your complete financial picture.

📍Would you move to a state with no income tax?

🚨How much should you have in an emergency fund?🚨The answer depends on your situation, but the most important step is get...
08/28/2026

🚨How much should you have in an emergency fund?🚨

The answer depends on your situation, but the most important step is getting started.

Whether you're building your first $1,000 cushion or working toward several months of expenses, every dollar saved can help provide more confidence when life throws the unexpected your way.

💬 How many months of expenses do you keep set aside?

🤔 Would you rather pay taxes now... or later?That simple question is at the heart of the Roth IRA vs. Traditional IRA de...
08/20/2026

🤔 Would you rather pay taxes now... or later?

That simple question is at the heart of the Roth IRA vs. Traditional IRA decision.

☑️A Roth IRA lets you contribute after-tax dollars today in exchange for tax-free withdrawals in retirement.
☑️A Traditional IRA may provide a tax break now, but you'll pay taxes when you take the money out later.

The good news?
Both can be powerful retirement savings tools.

The better news?
Choosing the right one for your situation could make a significant difference in how much of your hard-earned money you keep.

Your income, tax bracket, retirement timeline, and future goals all play a role in determining which strategy makes the most sense.

📊 Not sure which option fits your financial plan?
Schedule a free consultation to review your retirement strategy and let's
determine which tax path may help you keep more of what you earn.

📅 August 14 is National Financial Awareness Day!Take five minutes today to check in with yourself: ✅ Are you saving cons...
08/14/2026

📅 August 14 is National Financial Awareness Day!

Take five minutes today to check in with yourself:
✅ Are you saving consistently?
✅ Are you reducing debt?
✅ Are your investments aligned with your goals?

Financial success starts with awareness. Pause. Review. Refocus.

Ready to take the next step toward your financial goals? Contact us today to schedule a conversation and see how a personalized financial plan can help keep you on track.

Address

3104 North Armenia Avenue, Unit 2
Tampa, FL
33607

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18137254202

Website

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