Blog
Category: Financial & Estate Planning
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
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 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
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?
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
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
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
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
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
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