By Sheila Kinman, Community Foundation of Tampa Bay Giving together is a great way for families to share their interests, and values, while making a positive impact in the community. Involving children in giving — even at very modest levels — shares the joy of giving and teaches the importance of becoming contributing, and involved,
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By Taylor K. Ranker, II, President, Questmont Strategic Wealth Advisors Have you ever wondered how really, wealthy people, $500 million and up, manage their money? You probably assume they have the best of the best … and you are right. They have access, and resources, to build, or be part of, a family office. A
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By Chris Dhanraj, Managing Principal of Investments at CLA & Adam Bourk, Senior Wealth Advisor at CLA 2020 was the year of COVID. 2021 is likely the year of taxes. President Biden’s administration has passed, or proposed, three different spending programs approaching $2 trillion each, and on May 28 proposed a $6 trillion budget. The means
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By Lantz A. Martin, CFP, ChFC, CLU, BT Wealth Advisors Goals are key for framing our own roadmap (your financial plan), but keep in mind how often life changes. Even if you recently retired, you still potentially have 20-30 or more years of life that your plan will need to adapt to. Along with your Certified
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By Aakash Patel I spent a Friday morning, this spring, on the car line in Gorrie Elementary School in Tampa. Instead of sitting in an office or a breakfast meeting, I greeted parents as they dropped off their kids. I waved to students as they walked into their classrooms. And I witnessed what a school
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By Chuck Warrington, Clearwater Gas System executive director One of the fastest growing areas in the greater Tampa Bay region, Pasco County, features a unique blend of undeveloped, open spaces in close proximity to the modern, vibrant communities that makes it a great location to live, visit and do business. Located at the apex of
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By Bill Heinz, vice president and co-owner, PBX-Change Is it realistic for consumers, be they business or residential, to expect that quality reliable Internet be available like other utilities? Is it time we considered the Internet as a utility just like power and water? These are the questions that service providers, developers and management companies
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By Jennifer Murphy, Older Lundy Alvarez & Koch Congratulations, you have survived the dating phase of your life (hopefully forever) and you are now engaged! Whether your blessed union is the result of an awkward set up by your mother, or a well-intentioned friend, that has blossomed into true love; or the result of a
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By Jessica Muroff, CEO of United Way Suncoast It’s the joyous smile of a single mom who gained a new job, with our assistance. It’s the grateful dad who delivers relief to his family, thanks to a collaborative food distribution. It’s the precocious child beaming over a new book that he actually gets to take
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By Shelley Fisher, regional executive, east region and Brent Wright, head of institutional consulting Many nonprofits and foundations –including charitable and philanthropic organizations–have been hit particularly hard by the pandemic. While economic problems have caused demand for their services to increase, these same issues have created funding and operational issues for the organizations themselves. Many
Read More By Susan Mauer, Tampa Bay Market President for Axiom Bank A year ago, phones in Axiom Bank’s commercial lending department started ringing off the hook – and they haven’t stopped. On the other end are business owners, and entrepreneurs, hoping to talk to someone – anyone – who can help them with pandemic-induced concerns, and
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By Rebecca Antioco In tech lingo, “UX” refers to user experience, the human-first approach to product design that’s not about aesthetics, but rather about creating products that delight users with their effectiveness and functionality. In the automotive world, Lexus’ UX is a diminutive crossover that slots below the NX, RX, GX, and LX in the
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