Caliber Wealth Advisory

Caliber is a fee-only wealth management firm that guides today’s professionals and retirees through the complexities of global capital markets. Caliber Wealth Advisory is an Investment Adviser registered in the State of Florida.

It takes courage to reach your goals. Let us support you along the way.

Tax Planning Strategies for Business Owners - SmartAsset

Need to save on income taxes? Here are some simple strategies that might work for your business. Tax planning can make a big difference for your business. If you're a business owner looking to minimize the impact of taxes, here's what you need to know.

Like an ocean without waves, markets without volatility are temporary. Stick to your long-term plan even when the markets get turbulent.

How to make your retirement savings go farther

How can you ensure you have enough money to last through retirement? Use the simple retirement saving tricks below so you can relax and enjoy your golden years! 10 things you can do to strengthen your retirement security.

31% of Older Americans Expect This to Be Their Largest Expense in Retirement. And They're Probably Right

Most people understand that healthcare is a major expense during retirement, but many forget this one medical cost that can quickly drain your savings. Read below to avoid overlooking this major healthcare expense. Though retirement is an exciting milestone to look forward to, it's also a scary one, at least from a financial perspective. Not having an incoming paycheck means having to rely on a combination of savings and Social Security to cover the bills, some of which have the potential t

Balance doesn't just happen by accident.

Contact us to see how we can help you achieve financial balance.

The official mascots of Caliber Wealth Advisory, Heidi and Bella, are ready to tackle even the ruff-est of problems! 🐶

How Proper Exit Planning Benefits The Buyer And Seller

Proper exit planning gives the seller clarity, lowers the risk for the buyer, and leaves the door open for future growth. Read below to learn why. Is exit planning like putting lipstick on a pig, or are there underlying long-term value drivers that are actually being impacted?

4 Things To Incorporate Into Your Daily Routine As A Business Owner

This is a great article for business owners looking to reflect on 2019 success and plan for 2020. Follow these 4 simple tips below: Four things we should all try to incorporate into our daily routine as business owners.

Wishing sparks inspiration; planning sets your destination.

What Taxes Will Federal Employees Have in Retirement? -

Are you a current or retired federal employee? There are a few important differences in how your taxes are calculated. Learn how these taxes may affect you in retirement by visiting the link below. What taxes can federal employees expect to pay after they retire from federal service?

Did you achieve your financial goals in 2019?

If not, here are our top 5 recommended financial resolutions that will help you get your money situation on track in 2020.

How businesses on a budget can make the most of social media

With the rapidly changing social media landscape, businesses need to constantly reevaluate the strategies they employ to reach customers. Read below for 5 simple tips you can apply on a budget. An effective social media strategy requires a thoughtful rollout and continual assessment of successes and failures.

How To Make Your Digital Life Part Of Your Estate Plan

Did you know you can create a plan for your digital assets (like online bills, files, and accounts) as a part of your estate plan? Click below to see how this could help lower stress for your loved ones. Digital assets cause a lot of anxiety, inconvenience and cost if they aren't in your estate plan.

The Time To Begin Exit Planning Was Yesterday

Did you know that 48% of business owners looking to exit have no strategy for making it happen? If that sounds like you, read this article to learn why you need an exit plan in advance. You never know when the time to sell will come. Being prepared now—even if you have no immediate plans to cash out—is just the smart way to go.

Have you set your 2020 resolutions? Consider establishing strong financial goals to help you stick to your financial plan.

These are the top goals American small business owners want to achieve in 2020 - digitalhub

What are the top 2020 goals for your business? Check out this infographic for a breakdown of major goals for business owners in the new year. By Alice Hughes // SWNS New York office - 646-873-7565 / [email protected] NEWS COPY w/ VIDEO & INFOGRAPHIC American small business owners are feeling optimistic about 2020 – despite the uncertainty and challenges facing them, according to new research. Almost nine in 10 (89 percent) are confident t...

401(k) contribution limit increases to $19,500 for 2020; catch-up limit rises to $6,500 | Internal Revenue Service

Great news to start the year off right—you can now contribute more to your 401(k)! Read the article below to learn how much more you can contribute in 2020. IR-2019-179, November 6, 2019 — The Internal Revenue Service today announced that employees in 401(k) plans will be able to contribute up to $19,500 next year.

We hope 2020 brings you happiness, peace, and good health!

Happy New Year! 🎉

May the simple joys of Christmas fill your heart and home. Merry Christmas!

Communication During a Family Business Transition | TippNews Daily

A structured plan, clear communication, and good financial tools are needed to ensure a family business can move into the second generation positioned for success. Here's an article to guide you through this transition. Home Tipp City News Tipp Business Communication During a Family Business Transition Tipp City NewsTipp Business Communication During a Family Business Transition Jun 28, 2019 200 0 Facebook Twitter Pinterest WhatsApp Family relationships are challenging even in the best of times. During a major tran...

What did you accomplish for the year so far, and what goals can you complete in the time remaining? ⌚

How to fund your charitable giving in retirement

Your charitable giving doesn't have to retire once you do. If giving your time and money is important for you to continue in retirement, here's how you can include it in your financial plan.

The key is to budget your donations as a planned expense along with all your other living expenses

Passing The Torch: Your Guide To Succession Planning And Development

Succession works best when leaders prepare for the transition well in advance. Here's a recent Forbes article that outlines simple tips for building your succession roster. Succession works best when leaders prepare for the transition well in advance.

Selling Your Business? 10 Tips to Keep in Mind Before Announcing the News to Employees |

Selling a business can be complicated, and perhaps one of the trickiest parts of the process is announcing the sale to your team. Read below for tips before you inform your team. Real entrepreneurs offer advice on how to best share the news of a pending company sale with your staff.

How Your Organization's Cash Flow Can Inform Your Decisions

Revenue is one of the most important factors in business longevity and growth, but cash also affects your approach to making decisions. Read below to learn how it plays a role in your decision making. We make dozens of decisions in our businesses every day without even noticing the process and complexity of it.

Saving for retirement is important, but it doesn't need to be difficult. Contact us to see how we can help.

301 Moved Permanently

The popularity of 'Encore Careers' has risen dramatically—would you return back to the workforce after retiring if your passion could turn into a second career?

Why It’s Important To Stay Social In Retirement And How To Do It

Social connections can be essential to your well-being, especially in retirement. Read below to learn why. Maintaining an active social life becomes more difficult with age especially after we retire. But staying socially connected is essential for your physical and psychological health well-being.

Why Building Credit Is Crucial To Business Owners

Don't procrastinate when it comes to building a credit history for your business. Read below to learn simple steps that can help you get started. Without credit history, small business owners are essentially nonexistent to lenders.

An Overview Of Retirement Plan RMDs

Reminder: The deadline to withdraw a minimum amount from your retirement accounts is 12/31! Read below to learn how to calculate your Required Minimum Distribution and what happens if you miss the deadline. Make your deadlines for required minimum distributions and save more of your nest egg.

Regardless of your stage in life, now is the best time to plan your financial future.

How To Write A Business Plan That Will Evolve With Your 2019 Ambitions

Each business should have a roadmap to guide its progression. Read below for tips on how to write a plan for your business. In its rawest and simplest of forms, a business plan is a guide; a roadmap of sorts that allows entrepreneurs to clearly outline their business goals and how they intend to achieve them. When you

Early Retirement: Strategies to Make Your Wealth Last

Retiring early may seem out of reach, but proper planning can help you get there. Here are a few things to consider to make sure your wealth lasts for the long haul. If you’re planning to retire early, you'll need to plan properly to make sure your savings last for the longer than usual haul.

May your bellies be full and your hearts full of gratitude! Happy Thanksgiving!

5 Tips to Successfully Sell Your Company

Here's an interesting case study on the process of organizing a company for sale, finding the right buyer, and ensuring you receive the true worth of your company. Seasoned entrepreneur shares everything you need to know about selling a business.

What Is a Required Minimum Distribution (RMD)?

If you're over age 70½, or you inherited a retirement account, you must claim your Required Minimum Distribution (RMD) by December 31. Read more below. A required minimum distribution is a specific amount of money a retiree must withdraw from a tax-deferred retirement account each year after age 70 1/2.

SWOT Analysis: What It Is and When to Use It

Business owners, have you considered running a SWOT analysis? Read below to find out the benefits of compiling your company's strengths, weaknesses, opportunities and threats. A SWOT (strengths, weaknesses, opportunities, threats) analysis is used to discover your strengths and overcome challenges.

Dream Big. Set Goals. Take Action.

Tax-Savings Strategy: Hiring Your Children and Grandchildren

If your children or grandchildren work for your small business, be sure to read this article on the tax implications of this type of hire. You can save money and teach the next generations smart money tactics if you hire them right.

Here's how long $1 million in retirement savings will last in 10 major U.S. cities

One million dollars can go a little or a long way in retirement depending on where you live. Read this article to see how far your money could go in these 10 major cities. To determine how long a $1 million retirement fund would last, SmartAsset looked at average expenses for seniors, cost of living and investment returns in major U.S. cities.

Life is full of surprises. Make sure you have a plan, no matter what life throws your way.

Dogs As Therapy: How Dogs May Improve Health, Well-Being And Longevity

It turns out that having a dog in retirement may actually help you live longer! 🐶 Read the article below to learn how our furry friends can help reduce the risk for heart disease. "To have this animal walk by and, you know, offer you its unconditional love. That tail wag has the ability to make that day, and I see that all the time in the hospital."

Getting Ready To Sell Your Business

When it comes to selling your business, what's being sold and what's being bought are not the same thing. Read this article to learn why. With some (more) hard work, you will be in a great position to sell your business, you will have serious buyers and the valuation that you deserve for all your hard work. If you don’t, why bother?

We thank you for your service, your sacrifice, and your hard work. Happy Veterans Day.

About Us

Caliber Wealth Advisory is a fee-only wealth management firm that guides today’s professionals and retirees through the complexities of global capital markets.

Caliber Wealth Advisory is a Registered Investment Adviser in the State of Florida that offers comprehensive financial planning and strategic investment management in relatable terms.

Our firm’s creators, with extensive experience in the U.S. financial industry and the U.S. military, believe that investors are entitled to positive, candid, and fiduciary investment advice.

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4830 W Kennedy Blvd Suite 600
Tampa, FL

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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