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Traditional vs. Roth 401(k) and Understanding the Differences

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...

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How Cutting Your Coffee Habit Can Help Save You Thousands

Gregory Stahl CFP®, SVP, Wealth Advisor, BT Wealth Advisors I hate to tell you, but your overpriced coffee habit is costing you a small fortune. I get it. You enjoy your morning coffee. I don’t want to take that away...

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College Planning Strategies to Save Like an Advisor

By Stacey Pittman, CFA, CFP®, CPWA®, Managing Director, BT Wealth Advisors As a wealth advisor and the mom of a college freshman (Go Gators!), I am acutely aware of the challenges of planning for college. In speaking with clients, I...

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Building a $1 Billion Program

This article previously appeared in a publication by LPL Financial. A conversation with LPL Program Leader Stacey Pittman Stacey Pittman serves as executive vice president and managing director, BT Wealth Advisors located at the Bank of Tampa. Stacey is also an...

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Financial Planning In Volatile Markets: Three Relevant Action Items for Today

By Lantz Martin, Wealth Advisor, BT Wealth Advisors There is one timeless, universal truth that governs financial planning and wealth management: nobody can predict or time the markets or returns. The overall uncertainty and economic volatility caused by COVID-19, the...

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Taking the Long View

By Stacey Pittman, Managing Director, BT Wealth Advisors As we proceed through 2020—a year that brought us some unexpected (and unwelcomed) surprises! Not only have we faced a global health crisis, but for many of us, we have faced the...

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