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
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
9 Facts About Social Security
There are things about Social Security that might surprise you.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Surprises
Making the most of surprises is a great reason to work with us.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.