Transparent Retirement Group

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Transparent Retirement Group Helping you retire with confidence, grow your wealth, and protect what matters most.

10/05/2026

Not every advisor wants the same thing. Some want to focus on doing great work for their clients. Others want to build something bigger, their own office, their own team.

The right firm makes room for both.

That's the kind of place we set out to build. 💪🏻

09/29/2026

A quarter point doesn't sound like much. But rate changes like this touch nearly every corner of a financial plan, from what you pay to borrow to what your savings actually earn.

Most people notice the headline and move on. The ones who come out ahead are the ones who ask what it means for their own situation.

We'll keep translating these moves so you don't have to guess.

09/22/2026

“Annuities suck.”

That gets attention… but it isn’t the whole story.

Yes, there are annuities with long surrender periods, high fees, or features that simply don’t make sense for certain people. Those deserve to be questioned.

But saying all annuities are bad is like saying every car, house, investment, or food choice is bad because you’ve seen a few terrible ones.

The reality is there are annuities with no fees, annuities designed to protect your principal, and annuities that can provide guaranteed lifetime income when they’re appropriate.

The bigger issue isn’t whether annuities are good or bad—it’s whether the right person is in the right product for the right reason.

A good financial strategy isn’t about choosing sides. It’s about understanding your options and using the right tool for your specific goals.

Some client relationships go beyond the numbers.Planning for the people you love most is deeply personal. We're grateful...
09/16/2026

Some client relationships go beyond the numbers.

Planning for the people you love most is deeply personal. We're grateful to be trusted with that.

Thank you, Marsha, for trusting us with something so personal, and for sharing your story with us.

09/10/2026

Three questions, no wrong answers.

Retirement looks different for everyone, and sometimes it helps just to think it through out loud.

Drop your answers below. We're curious what "retirement" actually means to you.

Labor Day is really about pausing to appreciate the work, the grind, the years of showing up that add up to something.To...
09/07/2026

Labor Day is really about pausing to appreciate the work, the grind, the years of showing up that add up to something.

Today's for stepping back and enjoying it. Tomorrow, back to building toward whatever's next.

Wishing you a restful Labor Day from all of us at Transparent Retirement Group.

09/01/2026

Inflation isn’t just a headline—it’s changing what your money can actually buy.

Since 2020, cumulative inflation has been about 29%. That means what $100 bought you in 2020 now costs about $129. Put another way, it takes roughly $1.29 today to buy what $1.00 did just a few years ago.

This is exactly why understanding inflation matters. If your income and investments aren’t keeping pace, your purchasing power is shrinking—even if your account balance isn’t.

Source: U.S. Bureau of Labor Statistics (Consumer Price Index) and the Federal Reserve Bank of Minneapolis Inflation Calculator.

08/18/2026

Everyone gets handed a number at some point. A million. Two million. Whatever it is, it starts feeling like the whole plan.

But your number on its own doesn’t tell you much. What matters more is what you need that money to do. How much income it needs to produce, how long it needs to last, and how much flexibility you want if life throws something unexpected at you.

Two people with the same balance can be in completely different positions depending on those three things.

What number were you told to aim for? Does it still feel right to you?

07/30/2026

Long term care is one of the most expensive parts of getting older, and medical costs are rising almost three times faster than regular inflation.

Here's something a lot of people don't know. Many life insurance policies already include something called living benefits. Say your policy has a death benefit of half a million dollars. If you get sick and need care, you may be able to access that money while you're still alive, instead of it only paying out after you're gone.

Did you know your life insurance could already work this way for you?

07/22/2026

Target date funds are great while you're working. Pick a year, forget about it, and the fund quietly gets more conservative as you go.

But here's what nobody mentions. Once you actually retire, that fund has done its job. It was built to get you to the finish line, not to carry you through the next 20 or 30 years of actually living off that money.

Retirement needs a different strategy. More personal, more specific to your situation, not a preset formula based on a birth year.

Does your retirement account still look the same as it did the day before you retired?

Address

500 N Westshore Boulevard, Suite 1015
Tampa, FL
33609

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18136785330

Website

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