Wealth Advisors of Tampa Bay

06/10/2026

Wondering how your expenses will change in retirement? From lower housing costs to no more retirement contributions, find out which costs will decrease and how to make the most of your retirement funds.

Retirement means fewer expenses in some areas of your life. Find out how costs like childcare, housing, and work-related expenses can shrink and give you more financial freedom.

06/09/2026

You wouldn't retire without a financial plan. So why do most people retire without a "time plan"?

You wouldn't retire without a financial plan. So why do most people retire without a "time plan"?

06/05/2026

High income does not always mean high tax efficiency.

For many professionals, the issue is not only what their portfolio earns.

It is what they keep after taxes.

Capital gains.
Dividends.
Distributions.
Portfolio transitions.

Each can affect after-tax outcomes in a taxable investment account.
That is why some investors are taking a closer look at custom indexing.

📅 June 11 | 🕑 2:00 PM ET

Join Robert Fenn Giles III and Ryan Chard for an educational session:

Why High-Income Professionals Are Turning to Custom Indexing for Tax Control

The discussion will cover:
✅ How tax drag may affect taxable investment accounts
✅ Where traditional mutual funds and ETFs may have limitations
✅ The difference between direct indexing and custom indexing
✅ Planning considerations related to tax-loss harvesting
✅ How custom indexing may be used around concentrated stock, liquidity events, charitable giving, and estate considerations For high-income professionals, executives, business owners, and investors with taxable accounts, this session will offer a practical look at how portfolio structure may affect tax-aware planning.

Register here: https://zoom.us/webinar/register/9417800761818/WN_Cvzvu0OaQ-qdw6yyfDsANQ

This webinar is educational in nature and not intended as tax or legal advice. Attendees should consult their own tax and legal professionals regarding their specific situation. Custom indexing may not be appropriate for all investors and should be evaluated based on each investor’s individual circumstances.

06/05/2026

Freedom means something different to everyone, but financial independence gives you options. This Independence Day, consider what it would take to live fully on your terms. 🗽 https://www.wealthadvtb.com/blog/financial-freedom-high-earners?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Financial freedom goes beyond earning well. It takes intentional planning to build the kind of wealth that gives you real choices.

06/03/2026

America is about to turn 250, and many of us will be celebrating our country’s freedom with fireworks, cookouts, and flags on the porch. But financial freedom? That's a different conversation.

A lot of people earning six figures still feel stuck. The paycheck is strong, but the margin is thin. Childcare, mortgage, lifestyle costs. It all adds up faster than most people expect.

There's even a term for it: HENRY. High Earner, Not Rich Yet. It describes people whose income looks impressive on paper but hasn't translated into real, lasting wealth.

The root issue is simple. Income and wealth are not the same thing. You can earn a lot and still have very little flexibility if every dollar is spoken for before it hits your account.

Financial freedom isn't about reaching a specific number. It's when your money supports the life you actually want to live. When work becomes a choice, not an obligation. When an unexpected expense doesn't send you scrambling.

That takes more than earning well. It takes building with intention.

This July 4th, take a few minutes to think about what independence really looks like in your own life. Not just the kind we celebrate as a country, but the kind you're building for yourself and your family. 💡

What does financial freedom mean to you? I'd love to hear how you think about it.

06/02/2026

The share of workers planning to retire at 70 jumped to 20% in just one year, with longer lifespans and Social Security worries driving the change. Here's what's behind the shift toward working longer, and what it could mean for your own timeline.

According to the Employee Benefit Research Institute (EBRI), a nonprofit research organization based in Washington, D.C. that focuses on retirement, savings, and other personal finance issues, increasingly large numbers of American workers are planning on delaying their retirement until the age of 7...

06/02/2026

Why High-Income Professionals Are Turning to Custom Indexing for Tax Control

High-income professionals often face more complex tax considerations within taxable investment accounts. Capital gains, dividends, distributions, and portfolio transitions may all affect after-tax outcomes.

Join R. Fenn Giles III and Ryan Chard on June 11 at 2:00 PM ET for an educational webinar on custom indexing and its potential role in tax-aware investment planning.

During this session, we will discuss:
• How tax drag may affect taxable investment accounts
• The limitations of traditional mutual funds and ETFs
• The difference between direct indexing and custom indexing
• Potential planning considerations related to tax-loss harvesting
• How custom indexing may be used in planning around concentrated stock, liquidity events, charitable giving, and estate considerations
• Important risks, costs, and implementation factors to consider

Designed for high-income professionals, executives, business owners, and investors with taxable investment accounts, this session will provide a practical look at how portfolio structure may affect tax-aware planning.

Date: June 11
Time: 2:00 PM ET
Hosts: R. Fenn Giles III and Ryan Chard

Join here:https://zoom.us/webinar/register/9417800761818/WN_Cvzvu0OaQ-qdw6yyfDsANQ

This webinar is educational in nature and not intended as tax or legal advice. Attendees should consult their own tax and legal professionals regarding their specific situation. Custom indexing may not be appropriate for all investors and should be evaluated based on each investor’s individual circumstances.

05/29/2026

Invest smarter, not harder. Find out how dollar cost averaging makes consistent market participation achievable and effective. https://www.wealthadvtb.com/blog/dollar-cost-averaging?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Wish you could take the guesswork out of investing? See how dollar cost averaging can help reduce investing anxiety and ease the complexities of trying to time the market.

05/27/2026

Learn about dollar cost averaging: a simple yet effective way to build your portfolio over time. https://www.wealthadvtb.com/blog/dollar-cost-averaging?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Wish you could take the guesswork out of investing? See how dollar cost averaging can help reduce investing anxiety and ease the complexities of trying to time the market.

05/26/2026

Ever wonder why we call them bull and bear markets? An etymology expert traces the terms back centuries, to a history that's part finance, part linguistics, and a little brutal. 🐂

How did two animals come to define Wall Street’s biggest swings? An etymology expert explains the origin of bull and bear markets.