Welcome to the Sax Financial website. We greatly appreciate the many referrals we have received from our valuable clients. Your confidence in us to help your friends and family members is something that we hold in high regard. Please let us know what else we can do to help you plan your financial future. We look forward to working with you through all stages of your life, please call (813) 528-8794 with any questions or comments that you have.
Helpful Content
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Debt Stress
There’s a link between debt and stress.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Buying a Home
A look at what you need to think about when buying a home.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
View all articles 
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.