Transparent Retirement Group

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We’ve all heard the saying health is wealth, but what does it truly entail? We pose the question, what is your wealth if...
07/24/2025

We’ve all heard the saying health is wealth, but what does it truly entail? We pose the question, what is your wealth if you don’t have your health? Personal health that is. You have been working and saving for retirement throughout your life, it's time to start prioritizing your personal health and wellness. After all, why accumulate your wealth if your health and longevity aren’t on the same page? We want you to enjoy your retirement and live it to the fullest!

There are countless misconceptions about retirement out there, and we are here to debunk the most common retirement myth...
07/17/2025

There are countless misconceptions about retirement out there, and we are here to debunk the most common retirement myths. Some people think that it’s too late to start saving for retirement, which is far from the truth! Start investing today to compound your interest, it's never too late to start. Others may associate retirement with a time of decline, which is completely in your hands. You can be intentional about adding movement into your retirement, whether this be traveling more or attending more workout classes, you can choose to spice up your retirement however you see fit!

With interest rates on the rise, it's only natural to wonder if you’ve put your financial eggs in the right nest. There ...
07/10/2025

With interest rates on the rise, it's only natural to wonder if you’ve put your financial eggs in the right nest. There are countless ways to invest your money, and right now is the perfect time to reevaluate if your investments are on track. Since interest rates are skyrocketing, you may want to reassess your CDs or lock them in. Give me a call to have your interest and investment questions answered today!

Fourth of July festivities welcome fireworks, BBQs and celebrating our great country! As the holiday approaches, we want...
07/03/2025

Fourth of July festivities welcome fireworks, BBQs and celebrating our great country! As the holiday approaches, we wanted to share some firework safety tips. The most common firework safety precautions are avoiding indoor areas and keeping fireworks away from children. Did you know it's also recommended to soak fireworks in water for a few hours before discarding them? Experts advise to never ignite a device while it's in the container, it should always be removed first. We hope you enjoy the festivities and your Fourth of July celebrations!

Even if your income is stable throughout the year, it doesn’t mean that your budget should be too. Knowing that Summer i...
06/26/2025

Even if your income is stable throughout the year, it doesn’t mean that your budget should be too. Knowing that Summer invites vacations, more social outings, and spontaneous plans, it's advised to keep your budget flexible throughout the next few months. Maintaining a flexible budget provides you more freedom and peace of mind when it comes to your finances, and what could be better than that? Give me a call today to get your budget questions answered!

If you’re preparing to retire or are actively in retirement, it can be challenging to estimate how much money you’ll nee...
06/19/2025

If you’re preparing to retire or are actively in retirement, it can be challenging to estimate how much money you’ll need for the rest of your life. There are so many factors to consider, including risk tolerance, longevity, and anticipated costs. According to Money Talks News, around 45% of Americans who retire at age 65 are projected to run out of money before they die. And this stat has the potential to grow! If you are looking for guidance on anticipating these costs, give me a call for a consultation. We are here to provide you peace of mind and guide you down the right financial path.

Summer is in full swing, and with the kids and grandkids officially out of school, you may be searching for ideas to kee...
06/12/2025

Summer is in full swing, and with the kids and grandkids officially out of school, you may be searching for ideas to keep busy. While your children and grandchildren are looking for activities to fill their days up, here are some suggestions on fun summer activities! Cool down at your local waterpark or take a road trip to a large amusement park in your area! You can also take the kids on a summer field trip to the zoo, botanical gardens or even the art museum. Get outside and see what you can find!

Your finances are like a garden; You plan, invest, and pour into growing your garden throughout the year. And similar to...
06/05/2025

Your finances are like a garden; You plan, invest, and pour into growing your garden throughout the year. And similar to a garden being managed by a landscaper, we recommend that you seek out someone to plan and manage your financial investments. Trust the experts with your nest egg, don’t go rogue! Call me today to get your financial questions answered.

You may have noticed a spike in the number of online scams floating around these days. I get multiple spam calls a day, ...
05/22/2025

You may have noticed a spike in the number of online scams floating around these days. I get multiple spam calls a day, and some of them have the potential to be threatening, especially to seniors. Our team created a list of dos and don'ts for online safety in 2025.

DO: double check the caller ID when answering the phone, do check the email address of a suspicious email, and be cautious of who follows you, and what personal information you post online.
DON’T: give credit card info over the phone, don’t click on any suspicious links or files that are sent via text message, and don’t post public information about your family, i.e where your grandkids attend elementary school.

Stay Safe, and Stay Aware! If you have any questions about online safety, always ask a friend or loved one before taking any action.

Do you remember the classic board games like Yahtzee, Monopoly and Operation? What sets these games apart from other gam...
05/15/2025

Do you remember the classic board games like Yahtzee, Monopoly and Operation? What sets these games apart from other games like Strat-O-Matic and KerPlunk? In the finance world, it's referred to as staying power. This means the game has stamina and the ability to stay relevant as times change. We want to ensure that your retirement has staying power and continues to stay relevant and up to date as the retirement landscape shifts throughout your life. Give us a call today to ensure your retirement has staying power!

If you’re 73 or older, don’t forget about your Required Minimum Distributions (RMDs)! But don’t just withdraw them, make...
04/24/2025

If you’re 73 or older, don’t forget about your Required Minimum Distributions (RMDs)! But don’t just withdraw them, make them work for you. You can use them to reinvest in a brokerage account or even give back through a charitable distribution. Want to strategize your RMDs? Give me a call today to create a plan that works for you!

We are welcoming springtime with flowers blooming, sun emerging, and kids on spring break. If you are hanging with your ...
04/17/2025

We are welcoming springtime with flowers blooming, sun emerging, and kids on spring break. If you are hanging with your kids or grandkids during their annual spring break, you may find yourself twiddling your thumbs. We wanted to share some fun and out-of-the-box activities for your family’s spring break. This year you can visit your local water park or botanical gardens, go on a road trip, or partake in free community events! Get outside and see what you can find!

Address

500 N Westshore Boulevard, Suite 1015
Tampa, FL
33609

Telephone

+18136785330

Website

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