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Made Financial Design - Financial Planner  Land O Lakes, FL
Home
Financial Planning with MADE
Services
Pricing
About
Videos
Media Spots
Blog
Contact
Partners
Schedule a Free Call
Home
Folder: Services
Back
Financial Planning with MADE
Services
Pricing
About
Folder: Education
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Schedule a Free Call
5 Ways Tampa Bay Residents Can Maximize Their Retirement Savings in 2026
Matthew Ferrell 1/30/26 Matthew Ferrell 1/30/26

5 Ways Tampa Bay Residents Can Maximize Their Retirement Savings in 2026

Is your 2026 retirement plan optimized for the current tax landscape? From "Super Catch-Up" contributions to leveraging Florida's state-tax-free income, here are five high-impact moves every Tampa Bay resident needs to consider this year.

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DROP vs. Waiting: How to Decide When to “Retire on Paper”
Matthew Ferrell 1/30/26 Matthew Ferrell 1/30/26

DROP vs. Waiting: How to Decide When to “Retire on Paper”

Deciding when to enter the USF DROP program is a high-stakes math problem. Compare the benefits of starting your "paper retirement" now to earn 4% interest versus waiting to build a higher pension base for your life in the Tampa Bay area.

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Inheriting a Florida Home? How to Avoid Probate and Save Thousands in Taxes
Matthew Ferrell 1/30/26 Matthew Ferrell 1/30/26

Inheriting a Florida Home? How to Avoid Probate and Save Thousands in Taxes

Don't let your family's biggest asset get stuck in Pasco County probate court. Learn how to use a Lady Bird Deed to maintain control of your home while ensuring your heirs receive a tax-saving "Step-Up in Basis" on your Land O' Lakes property.

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Designing Your USF Retirement: A Guide for Professors and Administrators in the Tampa Bay Area
Matthew Ferrell 1/30/26 Matthew Ferrell 1/30/26

Designing Your USF Retirement: A Guide for Professors and Administrators in the Tampa Bay Area

USF faculty face a major decision between the SUSORP and the FRS Pension. Whether you are an "academic nomad" or planning a long-term career in Wesley Chapel, learn how to choose the retirement path that offers the most flexibility and security for your future.

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The Legacy Strategy: Why Your Heirs Want Your Roth and Your Charity Wants Your IRA
Matthew Ferrell 1/30/26 Matthew Ferrell 1/30/26

The Legacy Strategy: Why Your Heirs Want Your Roth and Your Charity Wants Your IRA

Inheriting a pre-tax IRA in 2026 can be a tax nightmare for your children. Discover why a Roth IRA is the ultimate legacy gift for your heirs in Land O' Lakes, and why your Traditional IRA is actually the perfect asset to leave to a Tampa charity.

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MADE Financial Design is a fee-only financial planning firm 

founded by Matthew Ferrell, CFP®, based in  Land O’ Lakes, FL,

serving clients in the greater Tampa Bay area and nationally.

Contact: (656) 222-1252

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