Jerrold E. Slutzky, J.D., CFP®, President
Welcome to the Tampa Bay Wealth Advisory Services website. We are a Tampa Florida based provider of professional wealth advisory services including: tax management, investment management, retirement strategies, estate conservation and we offer insurance and annuity products.
We have a wealth of information and resources available to you in the form of newsletter articles, calculators, and research reports, as well as a link to your accounts via eMoney Advisor.
We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Jerrold E. Slutzky, J.D., CFP®
President
Investment Advisor Representative
LPL Financial
Newsletters
-
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
-
Don’t Take the Bait: How to Recognize Phishing Scams
In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.