Take Control of Your Finances

Florida Master Money MentorHillsborough County residents can receive free one-on-one basic personal financial management guidance through the Hillsborough County Extension Service. Florida Master Money Mentor's can teach you strategies to take control of your finances. Click here for Information.

Estate Planning Checklist

Estate Planning is an important aspect of your and your family's financial plans.

Hillsborough County Residents shared their advice and stories in our video series: Estate Planning is for Everyone

Estate Planning Checklist

2016 Tax Brackets, Deductions, and Exemptions

Click here for information that pertains to the 2016 return that is due April 18, 2017  (yes, not April 15).

Use this information to review and analyze your situation. 2017 information will be uploaded soon to this site.

piggy bank Who is a Tampa Bay Saver?

Any Tampa Bay resident who agrees to work toward a specific financial goal such as building an emergency fund, reducing debt, home ownership, or retirement.   More...

woman reading the news Savings Strategies

Small amounts of money saved regularly in an interest bearing account can lead to financial stability and increased wealth. More...

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Personal Finance Webinars
Free, live, interactive, online classes.

Medicare Basics
October 11
6:30pm – 7:30pm EST
This presentation gives an overview of Medicare and provides useful information for current beneficiaries, individuals who will soon turn 65 and individuals who are transitioning from employer coverage to Medicare.
Register here

Medicare Basics
October 13
12:00pm – 1:00pm EST
This presentation gives an overview of Medicare and provides useful information for current beneficiaries, individuals who will soon turn 65 and individuals who are transitioning from employer coverage to Medicare.
Register here

Discussing Finances with Aging Parents
October 25
12:00pm – 1:00pm EST Discussion will include planning ahead, signs assistance may be needed, conversation starters and needed documents.
Register here

Choosing Loans that are Right for You
November 15
12:00pm – 1:00pm EST
Discussion will include how to evaluate loans terms, avoid high costs, and strategies for wise borrowing
Register here

 

Resources