Broker Check
(407) 926-2553
info@nxtgenadvisory.com

Blog

Timely insights and strategic updates for the financially focused.  Welcome to the blog of NxtGen Advisory...Welcome to NxtGen Scoop!

Wednesday, April 22, 2026

Once a year the Central Florida Branch of Equitable Advisors meets for a day of learning and collaboration, and a night of celebration and fun, at the State of the Branch. Hosted this year at the beautiful Hyatt Regency, we enjoyed a...

Thursday, March 26, 2026

For many highly compensated executives, Restricted Stock Units (RSUs) are no longer a bonus—they’re a core part of total compensation. In some cases, RSUs represent the single largest driver of annual wealth creation, often outpacing...

Wednesday, February 25, 2026

Ready for tax season? Check out our top 10 smart moves to make consider NOW before the 2025 tax deadline! Need help planning ahead? Contact us today – we’d be happy to help you with your tax professional or CPA!

Saturday, February 21, 2026

2025 Tax Prep Checklist: What to Know About the OBBB Tax ChangesThe One Big Beautiful Bill Act (OBBB) introduced several tax updates that will affect the return you file in early 2026. Use this checklist to stay organized and make sure...

Monday, January 26, 2026

As the 2025 tax season approaches, now is the time for individuals, families, and business owners to take proactive steps that can reduce their tax burden and strengthen their overall financial picture. Thoughtful planning before the...

Show All

Saturday, October 25, 2025

At NxtGen Advisory and Equitable Advisors, community involvement is a cornerstone of who we are. Every day we help clients build stronger financial futures…but earlier this month, we had the privilege of helping them build a stronger...

Friday, October 3, 2025

We all have a calling in our lives. There are a lucky few that find that calling early in their lives and get to live their lives accordingly. If you are thinking that Financial Services was my...