Rate Changes Don’t Have to Derail Your Retirement Plans
3/5/2021
Careful planning and income diversification can help keep you on track.
Retirement & Longevity
Check These Financial To-Do’s off Your Spring Cleaning List
3/4/2021
Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions.
Retirement & Longevity
// Tax Planning
Blueprints for Your Financial Future
3/2/2021
Investment policy statements can serve as a guide for you and your advisor.
Markets & Investing
Volatility Continues as Fiscal Stimulus Package Takes Shape
3/1/2021
Though rising yields may be indicative of an economic recovery, market volatility and inflationary fear could produce future hurdles.
Markets & Investing
Dealing With the Financial Side of Divorce
2/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events
Treasury Auction Results Spark Drop in U.S. Stock Prices
2/25/2021
Despite the recent weakness in equities, Raymond James CIO Larry Adam expects positive stock growth over the next 12 months.
Markets & Investing
“American Rescue Plan” Includes More Payments to Families
2/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy
Remember: RMDs Waived for 2020, Not 2021
2/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity
8 Essential Documents for Your Estate Plan
2/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving
How to Guard Your Nest Egg From “Sequence of Returns” Risk
2/22/2021
Explore strategies for protecting your future spending power.
Retirement & Longevity
The Three T's of Effective Trustees
2/17/2021
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving