Todd Cordell, Senior Vice President, Trust Director, The Bank of Tampa Developing an estate plan is an important piece of a comprehensive financial plan. Estate plans are instructions for what happens to a person’s assets when they pass away. They...

By Owen LaFave, Pinellas County Market President, The Bank of Tampa Like many businesses, technology and innovation have dramatically evolved the banking landscape and many community banks have accelerated the pace of digital adoption as a result of the Covid-19...

By Owen LaFave, Pinellas County Market President, and Tim Mann, St. Petersburg Market Director, at The Bank of Tampa Thinking “it won’t happen to me” can leave your Trust and IOTA account susceptible to fraud. The two most prevalent forms...

By Roxanne Chance-Chin, Bank Secrecy Act Officer and Fraud Investigations Manager at The Bank of Tampa Businesses are tempting targets for fraudsters because they possess a wealth of information and access to capital. As business owners, it’s important to know...

By Owen LaFave, Pinellas County Market President, The Bank of Tampa All eyes are on the U.S. banking industry as three of the biggest bank failures in U.S. history have created a disruption in recent months. However, while these bank...

Gregory Stahl CFP®, SVP, Wealth Advisor, BT Wealth Advisors As a wealth advisor, I get the question often: Should I consider a traditional 401(k) or a Roth 401(k)? It’s easy to buy into whatever plan your employer is offering—sometimes what...