Understanding Today's Financial Environment
Welcome, I’m Danny Ossi, a financial professional in Tampa, Florida. I understand that individuals face unique challenges as they build wealth and plan for the future. Our team can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.
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The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Emerging Market Opportunities
What are your options for investing in emerging markets?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?