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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.