Nonprofit Planning Strategies During Economic, Political Uncertainty

If we’ve learned anything from the COVID-19 pandemic and our current economic and political environment, it is the need for planning, diversifying and risk management. Nonprofits already face many challenges

Read More
Navigating the Current State of the Florida Property Insurance Market

The Florida property insurance market is in a state of flux with rising rates, non-renewals and companies leaving the state altogether. This is due to a number of factors including

Read More
Understanding the Importance of Banking Locally

In an age where digital technology has revolutionized the way we manage our finances, the idea of banking locally and handling your finances face-to-face might seem outdated. From automated loan

Read More
The economic impact of mental health

By Carrie Zeisse, president and chief executive officer of Tampa Bay Thrives Mental illness costs the economy about $200 billion in lost earnings each year. That’s why it’s so important

Read More
How Does the New Alimony Law Impact Me? Tips from a Board-Certified Expert

By: Kim Maxwell, B.C.S. OLDER LUNDY KOCH & MARTINO I Am Already Divorced and Am a Payor or Recipient of Alimony… After nearly ten years and multiple bill submissions to

Read More
Beyond the Big Box: The Hidden Benefits of Local Vendors

By James Neely, Senior Vice President of Sales, KUDUCOM Following the pandemic, people everywhere have been flooded with the message to #supportlocal, an endeavor that kept many vital local businesses

Read More
BIG FUTURES: Equipping Tampa Bay’s Future Workforce with Big Brothers Big Sisters

Across the United States, 69% of corporations and businesses are struggling to find top talent, according to a Manpower Survey. Additionally, according to the US Chamber of Commerce Foundation, 78%

Read More
More than just a purse: The investment side of luxury handbags

Contributed by Graham Wetzbarger  I recently found myself in Sarasota, on a quest to learn more about a young handbag brand called BSWANKY. I had met designer Gretchen Bauer a

Read More
Rental Real Estate Passive vs. Active Tax Rules

Owning rental real estate can be a great way to supplement the income you receive from your regular job. Investing in rental property can generate recurring cash flow, help build

Read More
Reaching the top: What I learned on my big climb (GUEST COLUMN)

By Jennifer Garbowicz, private client advisor and senior vice president, Bank of America Private Bank In July 2023, I realized a dream and conquered a challenge when I summited Mount

Read More
Change is Coming – Impacting You and Your Employees 401(k)

By H. Brian Adcock As a business leader, we are charged with making sure we lead our organizations through change. There has been plenty of change in the past few

Read More