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Keeping it in the Family

Keeping It in the Family

Give your family the best shot at preserving wealth from one generation to the next. As more baby boomers approach retirement, they’ll start thinking about … Read more

Why skipping a generation can be a good thing

Why Skipping a Generation Can Be a Good Thing

Generation-skipping transfer trusts allow you to pass down your wealth in a tax-efficient way. The new tax law, passed in late December, temporarily raised the … Read more

What Should My Net Worth Be At Age...

What Should My Net Worth Be At Age 30, 40, 50, 60?

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not … Read more

It May Be Time to Reconsider What Retirement Means to You
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It May Be Time to Reconsider What Retirement Means to You

Whether you’ve been told you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, … Read more

Is Your IRA Haunted

Is Your IRA Haunted?

It’s Halloween season! This is the time for ghosts, witches, and trick or treating. What does Halloween have to do with your IRA? You might … Read more

Your Money The High Price of Ignoring Financial Advice

Your Money: The High Price of Ignoring Financial Advice

People hire financial advisers with the very obvious goal of getting advice on how to handle their money. So why do investors often cut advisers … Read more

5 Retirement Blindspots

5 Retirement Blindspots

We all have a vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter … Read more

High Cost of IRA Mistakes

The Potential Costs of IRA Mistakes

So you think you don’t need/can’t afford an advisor? Have you considered the potential costs of making IRA mistakes? Even seemingly simple transactions are subject … Read more

HSA: A 'Retirement' Account You May Not Know About

HSA: A ‘Retirement’ Account You May Not Know About

An HSA combines features of all the various tax-advantaged retirement accounts available. If used correctly, money can go in tax-free, can potentially grow tax-free and … Read more


A Woman With A Plan

From longer lifespans to caring for aging parents, women face unique challenges when it comes to planning for retirement. Our ebook outlines those hurdles and … Read more


Common Scams to be Aware of and How to Protect Yourself

Nine commons scams, often targeted at elderly individuals, that you should be aware of. As people age, they may experience insecurities with the unfamiliar or … Read more

securing your computer

Simple Tips for Securing Your Computer

Andy Zolper, Chief IT Security Officer for Raymond James, provides suggestions for how investors can improve their personal computer security. Investors increasingly use their personal … Read more