Point of View
Fresh ideas for pursuing a life well planned.
From personal to professional, from family to finance, your interests are anything but one-dimensional. Point of View brings together the latest information, ideas and insights to help you make the most of your life’s many meaningful pursuits.
“We can make a real difference everywhere we are – and have fun doing it,” says the industry icon who chaired Raymond James for over... May 23, 2019 LISTEN
With tuition costs (and student debt) at record levels, saving diligently and strategically can make a real difference for your kid or... May 17, 2019 LISTEN
Streamline your day with these simple suggestions. May 13, 2019 VIEW
China has announced retaliatory tariffs on $60 billion of U.S. goods effective June 1. May 13, 2019 READ
May 23, 2019
“We can make a real difference everywhere we are – and have fun doing it,” says the industry icon who chaired Raymond James for over 40 years.
May 24, 2019
Incremental steps will get you closer to a healthier financial plan.
Read the weekly investment strategy commentary from Chief Investment Officer Larry Adam.
Along with geopolitical concerns and 2% inflation expectations, the aging U.S. population contributes to a “lower for longer” interest rate...
May 20, 2019
Featuring insights from leading professionals, these episodes bring you the latest in wealth management, market commentary and engaging...
May 17, 2019
With tuition costs (and student debt) at record levels, saving diligently and strategically can make a real difference for your kid or...
Read the weekly economic commentary from Chief Economist Scott Brown.
May 15, 2019
Here’s how to integrate the benefits of enterprise mobility in an increasingly mobile world.
May 14, 2019
Technology can help you stay connected.
Read the weekly bond market commentary from Doug Drabik.
May 13, 2019
China has announced retaliatory tariffs on $60 billion of U.S. goods effective June 1.
Streamline your day with these simple suggestions.
As the job market strengthens, offering prospective employees the right benefits can help boost your firm’s appeal.
May 8, 2019
As you plan for the future of your business, tools and strategies exist to help ease the impact of taxes.
Teach your children to treasure their financial legacy.
May 7, 2019
While it’s never easy to watch stocks fall, CIO Larry Adam sees any current weakness in the market as a potential buying opportunity.
May 5, 2019
The surprises that come with widowhood don’t have to catch you off guard.
May 3, 2019
Hear why CIO Larry Adam believes this positive market environment may last a lot longer than you expect.
May 2, 2019
Meet the eldercare specialists you didn’t know you’d need.
May 1, 2019
Navigated thoughtfully, a career change can be fruitful and rewarding.
Practice makes perfect when it comes to retirement.
April 30, 2019
The S&P 500 has had its best start to a year since 1975 and its second best over the last 75 years.
April 25, 2019
Without the right locale, “the trends are very much against the economics,” explains Paul Puryear, Vice Chairman of Real Estate Research.
April 24, 2019
You probably aren’t passing down a railroad empire – but it’s still important to set your heirs up for success.
April 22, 2019
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
April 17, 2019
Make the most of your employee benefits.
April 16, 2019
Every family has its challenges. Learn about estate planning options for addressing a beneficiary that may march to a different drummer.
April 15, 2019
There’s a 30% chance we’ll see a downturn in the next year, says Chief Economist Scott Brown. Learn more about what that means and why it...
April 11, 2019
Is the trend due to financial challenges or lifestyle preferences? A little of both, says Paul Puryear, Vice Chairman of Real Estate Research.
April 9, 2019
What you don't know about Social Security and what you can do about it.
For corporate executives, taking the next step toward retirement means managing your earnings in the most tax-efficient way possible.
April 8, 2019
The flexibility and stability of cash is hard to beat. Just don’t hold onto too much of it.
April 4, 2019
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
April 3, 2019
As you prepare to start claiming benefits, be sure to ask yourself these questions.
April 2, 2019
This all-important retirement income source is tricky, especially around times of transition.
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
April 1, 2019
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting...
Learn more about ways to maximize your benefits and optimize your retirement income strategy.
March 28, 2019
Inflation and supply costs are keeping prices up, but low vacancy rates and more disciplined lending practices point to a very different...
March 27, 2019
The springtime tradition of getting your house shipshape applies to your financial house, as well.
Learn whether you qualify for this new and significant deduction.
March 26, 2019
Taking care of yourself financially is crucial – but so is attending to your internal balance. Practice Management Consultant Lori Raiti...
You’ve got options if your best-laid income plans veer off track.
March 25, 2019
Learn why working adults are choosing to hit pause mid-career.
March 24, 2019
Consider these strategies and insights for making the most out of the current tax season.
March 21, 2019
Make no mistake – supporting the arts has benefits for our communities, the economy, our tax bills and more.
A longer lifespan means more years to enjoy the fruits of your labor. But have you planned for all that a longer retirement can mean?
March 20, 2019
In a brave new world, technology is adding to quality of life.
March 14, 2019
Research reveals that more and more retirees aren’t actually leaving the workplace.
Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.
March 13, 2019
Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines.
March 12, 2019
Thinking about donating your beloved collection of cars, art, antiques or jewelry? Keep these considerations in mind.
March 7, 2019
If your selections fall into any of these categories, they might be worth a second look.
March 6, 2019
Pets can bring incredible joy to retirement – and responsibility.
March 5, 2019
International families are often unaware of planning challenges they may face when leaving wealth to beneficiaries in the United States.
February 26, 2019
Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.
February 21, 2019
Find the right mix of insurance coverage to live with confidence.
February 20, 2019
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
February 14, 2019
Many couples don’t agree on when, where or how they’re going to spend their golden years.
“It’s an incredibly complicated industry,” acknowledges Healthcare Policy Analyst Chris Meekins. For many people, it can be “really difficult [
February 12, 2019
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Whether you get a refund, or end up owing, you have options.
February 5, 2019
Review your estate plan to help avoid costly consequences.
When you bring a child to work, you introduce them to a whole new world – and a new side of you.
February 4, 2019
Women may be in for double the planning when it comes to managing windfalls.
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
February 3, 2019
Adapting your style to the norms of another culture isn’t being inauthentic – it’s just smart business.
February 1, 2019
Play to your strengths to run a lean company.
January 31, 2019
Hear what investors can expect during this “period of known unknowns” – Washington Policy Analyst Ed Mills offers perspective.
January 30, 2019
Take a look at how your retirement benefits can replace your workplace paycheck.
Countless studies show that women aren’t as afraid of investment risk as many seem to think.
January 29, 2019
How to find a forever home that’s the perfect fit for your needs.
January 28, 2019
A temporary agreement has been reached, allowing Congress to debate a more permanent funding bill. Washington Policy Analyst Ed Mills weighs...
January 25, 2019
New federal tax rules may pique an interest in moving to a tax-friendlier state.
January 24, 2019
It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties.
January 23, 2019
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
January 22, 2019
Expectations for the economy, volatility, stocks and more – Chief Investment Officer Larry Adam addresses it all in this 15-minute episode.
January 17, 2019
Smart moves at the beginning of tax season can help get your financial house in order.
January 16, 2019
“The U.K. remains wholly split,” says European Strategist Chris Bailey, “and time is running out.”
January 15, 2019
What can investors expect from the financial markets this year? Chief Investment Officer Larry Adam offers his perspective.
All signs point to a stronger year for equity investments, says Chief Investment Officer Larry Adam.
January 10, 2019
Chief Economist Scott Brown reflects on the 10-year anniversary of the Great Recession.
January 9, 2019
Want to keep your personal information and identity secure? Andy Zolper, Chief Information Security Officer, offers actionable tips.
December 27, 2018
What is the Social Security trust fund, and what happens when it depletes? Financial planning consultant Bonnie Harper weighs in.
December 26, 2018
When it comes to giving, volunteering gets to the heart of the matter.
With neither side showing any sign of compromise, the partial shutdown could extend until January, says Washington Policy Analyst Ed Mills.
December 21, 2018
Does your holiday wish list include something that might jeopardize your personal information?
December 20, 2018
Consider getting organized this winter season by decluttering and updating your financial plan.
Washington Policy Analyst Ed Mills discusses what the indictment means for the ongoing U.S.-China trade conflict.
December 18, 2018
Start the new year right by reviewing and revamping your financial plan.
December 17, 2018
A December 21 government shutdown should not elicit a market reaction from investors, says Washington Policy Analyst Ed Mills.
December 16, 2018
Owning too much of a single security can be hazardous to your wealth.
December 12, 2018
What's on the market's wish list for 2019? Chief Investment Officer Larry Adam provides a festive perspective.
December 11, 2018
As you consider making any final year-end tax planning moves, review the major changes that are now in effect.
“Health and wealth are so intertwined,” shares Frank McAleer, head of Wealth Planning – so be sure both are accounted for in your financial...
December 10, 2018
Donating appreciated equity can be a gift for both you and your favorite charity.
December 7, 2018
Prepare for tax season and keep your portfolio aligned with your short- and long-term goals.
December 6, 2018
Results of the G-20 summit remain unclear, says Chief Economist Scott Brown – and division continues between tariff and free trade proponents.
Senior Fixed Income Strategist Doug Drabik explains which part of the curve is inverted and what it might suggest about a future recession.
December 5, 2018
Despite the current market turmoil, several factors support future equity growth, says Chief Investment Officer Larry Adam, CFA, CIMA, CFP®.
December 4, 2018
It's natural to be nervous when the markets head toward volatile territory. Keep a positive perspective with these resources.
Improve your bottom line with these tax mitigation strategies.
December 3, 2018
Don’t procrastinate when it comes to prepping for tax season.
November 30, 2018
Holding a large single-stock position creates significant risk and increases portfolio volatility.
November 26, 2018
Learn how to protect your identity when shopping online.
As 2018 wanes, consider the many ways charitable giving can brighten a holiday season.
November 19, 2018
Openly discussing important matters during the holiday season can bring your family closer.
Concerns over trade, faltering technology sales and fears around possible regulation of data are weighing heavily on markets this week.
November 15, 2018
Inspired to give back? Learn about charitable trends and how your family can make a difference. Featuring Raymond James Trust President Joe...
November 9, 2018
Investigations, infrastructure and immigration will all be on the table, says Washington Policy Analyst Ed Mills.
November 8, 2018
Keep these considerations in mind when helping your kids purchase big-ticket items.
November 7, 2018
As anticipated, Republicans kept a Senate majority and the Democrats regained the House. Washington Policy Analyst Ed Mills explains what’s...
October 31, 2018
As we've seen this month, the market dislikes any unknowns – including uncertain election outcomes, says Washington Policy Analyst Ed Mills.
October 30, 2018
Washington Policy Analyst Ed Mills discusses the upcoming election, the possibility of additional tax cuts and recent international policy...
October 26, 2018
When markets react, consider a broader historical perspective before changing your financial course.
October 25, 2018
Don’t overlook the benefits of nurturing your career.
October 24, 2018
Don’t let your possessions weigh your kids down.
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Take the time to learn the facts behind these common Medicare misconceptions.
October 23, 2018
Review how to better prepare your portfolio for a downturn – and how to take advantage of one if it occurs.
For many parents, the choice between continuing to work full time and spending more time at home can be daunting.
October 18, 2018
How do cost-of-living adjustments stack up against the price of a can of cola?
October 16, 2018
Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.
October 11, 2018
It’s natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
The adjustment is the largest since 2012, and over 67 million Americans will see the increase in their payments beginning in January.
October 9, 2018
Review this roadmap to help you navigate through the Medicare enrollment process.
Prospective homebuyers should be as prepared as possible to help ensure a smoother purchasing experience.
October 4, 2018
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Knowing what you own is a good thing – but fixating on only one state's bonds could lead you to miss appropriate opportunities elsewhere.
October 3, 2018
Carefully sharing your information can help you stay prepared and protected.
October 1, 2018
Learn how to protect your identity in an age when cybercrime is becoming more prevalent.
September 30, 2018
Rising healthcare costs are a primary concern of retiring investors. Learn more about your Medicare options with these informational resources.
September 29, 2018
Before you decide when and how to file for Social Security, it’s important to understand the basics.
September 26, 2018
Do you know which itemized deductions and credits made the cut?
Have you fallen into one of these common traps?
September 25, 2018
Learn more about what the savings in a 529 plan can help pay for.
September 21, 2018
Consider using tax-advantaged accounts to help lower your tax bill.
September 20, 2018
The new tax law includes adjusted limits for homeowners looking to deduct losses from natural disasters.
September 19, 2018
With the help and advice of professionals you trust, you can build a better tomorrow for a child or family member facing unique challenges.
September 18, 2018
Washington Policy Analyst Ed Mills addresses the latest round of tariffs placed on Chinese imports.
When it comes to your portfolio, deferring to the most common strategies isn’t always the best move – especially given current bond market...
September 16, 2018
When storms, floods or fires occur, proactive planning and awareness of relief options can ease the recovery process for your family and...
September 12, 2018
As family dynamics change, the need to protect wealth and build legacies is more important than ever.
September 11, 2018
Chief Economist Scott Brown identifies key components of the 2008 financial collapse and examines the current health of the economy.
September 4, 2018
Chief Economist Scott Brown discusses which areas of the economy are showing visible impacts from trade negotiations.
While major U.S. equity indices pushed higher in August, investors remain concerned about trade and foreign policy.
August 30, 2018
A well-crafted estate plan can help you maintain control of your assets while creating an enduring legacy that promotes your values.
August 29, 2018
These versatile savings accounts might be the estate planning vehicle you need to learn about.
All major U.S. equity markets are currently at or near their highs. Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy,...
August 27, 2018
Chief Economist Scott Brown explains that Turkey represents only one piece of the emerging market picture.
August 22, 2018
Navigate the flexibility and convenience of today’s education savings plans.
August 21, 2018
How to have a valuable family conversation about your estate.
August 15, 2018
Despite the small investment of time, mentoring reaps big rewards for both parties involved.
When selecting who should take on this important role, there are several factors you should consider.
August 14, 2018
Recently, investors have been focused on the country’s political and economic crisis, especially given the plunging Turkish lira.
Financial fraud is on the rise, but it’s possible to outsmart scammers.
August 9, 2018
A volcano in Hawaii, wildfires in the West, floods in the Midwest, hurricanes on the Gulf Coast, snowstorms in the Northeast – what’s a...
August 8, 2018
It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly.
August 1, 2018
As the number of cyber breaches increases, efforts to safeguard your business should increase, too.
July 31, 2018
Check out six traits that successful people have in common.
July 26, 2018
When children leave home, you may have extra resources to invest in yourself.
July 25, 2018
Today’s retirees are choosing from a variety of retirement styles. What’s yours?
With people living and working longer than ever, it makes sense to have a work environment where every generation feels welcome, happy and...
July 24, 2018
Washington Policy Analyst Ed Mills discusses the impact that November elections will have on policy issues and market stakeholders.
July 18, 2018
Income portfolios use a strategic mix of investments to generate cash. So how are they impacted by interest rate increases?
July 17, 2018
In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.
July 12, 2018
Get to know the responsibilities of joining a board.
July 10, 2018
Washington Policy Analyst Ed Mills explores the motivations behind equity markets' surge over the last two years.
July 3, 2018
Washington Policy Analyst Ed Mills discusses the markets' progression from 2016 election to 2017 tax legislation to 2018 trade concerns.
June 21, 2018
Easy ways to teach your kids and grandkids about basic financial management.
June 20, 2018
Emotion. Personality. Knowledge. Time. Each is one of many factors that determine what kind of investor you are.
June 19, 2018
When volatility hits, keep a cool head and consider taking advantage of potential opportunities.
Retirement isn't what it used to be – making it even more important to think about all of the years it could last, the ways your life will...
June 14, 2018
Preparing your heirs for sudden wealth can help prevent unwise spending.
June 13, 2018
The quarter-point hike sets the target rate between 1.75 percent and 2 percent. Chief Economist Scott Brown discusses implications.
The interest rates that shape the economy and your portfolio are increasing again.
June 12, 2018
Chief Portfolio Strategist Nick Lacy, CFA, discusses the various challenges currently facing financial markets.
June 11, 2018
For the first time since 1982, Social Security is dipping into its trust fund to pay benefits. What does this mean for future recipients?
June 6, 2018
Get wise about maintaining your health – and wealth – in retirement. Medicare provides a lot of coverage, but it doesn’t cover everything.
June 5, 2018
Advances in digital home technologies can help retirees maintain healthier, happier lives as they grow older.
June 4, 2018
Familiarize yourself with these common swindles, often targeting retirees.
June 1, 2018
Don't fall prey to common swindles.
May 31, 2018
The S&P 500, Dow and NASDAQ indices ended May in positive territory, although the Dow has slipped into the red year to date as we begin June.
May 30, 2018
European Strategist Chris Bailey discusses Italian politics and the euro's recent drop.
May 29, 2018
More people are discovering a relatively new industry that helps retirees downsize.
May 22, 2018
Remaining at your long-term residence as you age may be an attractive option – but it may also require making home modifications to...
May 17, 2018
Owning a business can have great rewards, but also great risk. Learn more about how to protect those rewards.
May 16, 2018
Consider the safety, convenience, and financial impact of your different options, as well as the accessibility of services to make life...
May 1, 2018
A new union can and should change your financial picture.
Consider talking to your kids or grandkids sooner, rather than later, about basic financial management.
April 19, 2018
The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.
March 22, 2018
With a number of factors driving demand for clean water, safe and reliable water reuse can benefit companies and communities alike.
February 23, 2018
Investment policy statements can serve as a guide for you and your advisor.
Starting to plan for the next holiday season? Consider having yourself a merry little getaway.
February 22, 2018
It’s time to take charge of your relationship with your healthcare provider.
February 20, 2018
Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily – and establish a new one.
February 3, 2018
Eight moves to whip your tax strategy into shape.
February 2, 2018
From 2016 to 2020, online retail is expected to grow by 12%.
February 1, 2018
Startup financing turns entrepreneurial ideas into real business.
Parting ways with a spouse can be stressful and challenging, and navigating the process requires careful planning.
January 31, 2018
Health plans are the top benefit choice among employees.
January 30, 2018
Modern moms juggle the demands of parenthood and a full-time career.
January 23, 2018
The road to and through retirement is dotted with time-sensitive financial planning milestones.
January 20, 2018
Review eight of the different documents you may need to prepare for yourself and your family.
January 18, 2018
Generate seamless life transitions by tailoring your plan to the needs of both you and your spouse.
December 26, 2017
If you have to make personal budget cuts, trim items large and small. Consider these ideas for ways to reduce spending.
December 25, 2017
No matter where you are in life, you have probably thought about what you might like to do with your future. Achieving your vision for the...
December 5, 2017
Be mindful of how – and when – losses are used to offset gains.
November 13, 2017
Do you have all the answers? Ask your advisor.
Help your money last with these tips to generate and manage cash flow after you stop working.
November 9, 2017
The secrets behind the year-round, world-wide business of the American holiday shopping season.
November 8, 2017
Make your business more appealing to socially responsible consumers and investors.
More women have become economic forces within the modern workplace.
November 2, 2017
Certain tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term...
October 31, 2017
Adding more stocks to your income plan may help offset low interest rates and inflation.
October 23, 2017
Alzheimer's disease is the sixth leading cause of death in the U.S., meaning planning for incapacity is just as important as end-of-life...
October 18, 2017
More than 66 million Americans will see the 2.0% increase in their payments beginning in January of 2018.
October 16, 2017
Legacy planning is a chance to engage your spouse and heirs with deep, meaningful conversations about health, wealth and the future.
As the White House and Congress mull over potential tax changes, consider these actionable strategies.
October 3, 2017
Defend yourself with simple, everyday practices that can help protect your identity, your accounts and your devices.
September 21, 2017
Take a peek inside the subscription commerce boom.
September 7, 2017
Empty nesters often simplify life by downsizing. But what if a bigger place with room for several generations really suits you?
September 6, 2017
Technology has already changed the way we purchase nonperishable goods. Now, consider how it may alter how we purchase, prepare and consume...
First-time caregiver? Here’s how to navigate your rights and resources for the job.
Dialogue and documentation to help you provide the care your loved one desires and plan for your own needs in the future.
Here's how technology is helping address three common caregiver concerns.
September 5, 2017
Estate planning can feel overwhelming for individuals without children or close family members. Here are a few steps you should take, even in...
August 30, 2017
They're caring for aging parents, supporting children, and balancing competing financial interests. Here's who they are and how they're making...
August 24, 2017
From waiting room to living room — how telehealth is giving caregivers a helping hand.
August 15, 2017
Don’t let debt be the elephant in your relationship.
Caregiver burnout affects millions. Here’s how to fight it.
August 9, 2017
Tap into available strategies to ensure a smooth transition for those you love.
August 4, 2017
Weigh these factors first when considering when to borrow.
There's a potential new investor for business owners seeking to get to the next level.
Drafting a succession plan now can help your business stand the test of time.
July 20, 2017
Know which paths to take to combat rising college costs.
July 11, 2017
Learn how to make a positive impact on society and the environment while potentially improving the risk and return characteristics of your...
July 7, 2017
More and more Americans are going back to work or volunteering after retirement.
June 29, 2017
Andy Zolper, Chief IT Security Officer, provides suggestions for how investors can improve their personal computer security.
June 22, 2017
These nine commonalities may lead to a longer, healthier and happier life right where you are.
June 19, 2017
When you plan for retirement, it’s important to consider how Social Security is taxed to know how much retirement income you’ll actually have.
June 17, 2017
Social Security offers benefits to family members who depend on you, so it’s good to know who is eligible.
June 15, 2017
Explore why changing demographics mean there won’t be a manufacturing renaissance, and learn where job growth is shifting.
June 7, 2017
Consider protective strategies well before you retire.
May 24, 2017
529 education savings plans are more versatile than you may think.
May 20, 2017
Deciding when to file for Social Security could make a large impact on your lifetime benefit.
May 16, 2017
Small investments in your physical and mental health may really pay off.
May 15, 2017
A sponsored IRA might be just the thing to help your staff save for retirement.
May 14, 2017
You've received the ominous message that your account has been compromised. Now what?
May 11, 2017
Nonprofits benefit when you invest your time and talent.
May 10, 2017
Know what you can tweak to find your ultimate retirement income mix.
May 4, 2017
If retiring in an exotic locale appeals to you, you’re in luck, because the options for retiring abroad are expanding.
April 12, 2017
Avoid unnecessary headaches by keeping digital assets in mind when planning for your estate.
March 31, 2017
Not only can giving the gift of education help others, but it can help reduce your tax impact and benefit your overall estate.
March 23, 2017
While interest in sustainable investing has grown in recent years, myths regarding the popular strategy abound.
March 22, 2017
Surprisingly, millennials and their grandparents share similar attitudes about money. Consider these ways to impart financial wisdom early and...
March 8, 2017
No one plans on getting sick or becoming disabled, but ironically, planning for these potential life-altering events is exactly what you...
March 7, 2017
These celebrities' tales are a strong reminder to review your estate plan before it’s too late.
March 6, 2017
Dementia and Alzheimer’s can be physically and emotionally tolling for everyone involved. Review the resources below to learn more about how...
February 2, 2017
An optimistic outlook can enhance your health, your work and your daily life.
February 1, 2017
Whether you're in your 20s or your 50s, there are steps you can take to help ensure a comfortable, secure retirement.
January 24, 2017
Consider this calendar of best practices to help ensure your business is primed and ready to sell.
January 18, 2017
Beginners and billionaires alike should refresh their knowledge of these basic estate planning terms and concepts.
December 28, 2016
Engaging a well-rounded team of professionals and loved ones is essential to making sure that your financial and estate planning bases...
December 22, 2016
Make the most of your giving nature with this quick tax refresher.
December 5, 2016
The goals are similar, but different generations give back in different ways.
November 29, 2016
Relax and recharge on your next getaway by taking a break from technology.
November 21, 2016
Help your family maintain its financial strength from one generation to the next.
An act of generosity can benefit the benefactor, too.
November 15, 2016
Learn more about different estate planning vehicles and how they can help you take advantage of low and high interest rate environments.
Review the increases to Medicare premiums and deductibles taking effect next year.
November 10, 2016
Revisiting the basics can build confidence in your financial plan in the face of volatility.
November 9, 2016
From tax-loss harvesting to Roth conversions, these end of year moves can provide a boost to your plan.
October 27, 2016
Having a solid understanding of your financial status is crucial to planning, budgeting and saving toward your goals.
September 26, 2016
Choosing wisely among an array of giving vehicles can help you make the most of your donations, both for the causes you donate to and yourself.
September 20, 2016
When it comes to health insurance after age 65, you’ve got options. Let us help you choose a healthcare policy that's right for you.
September 15, 2016
A look at the latest ways to reduce dependence on the grid and what types of savings they bring.
September 7, 2016
Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after...
August 26, 2016
Sharpen these skills to excel in your new role.
August 15, 2016
Consider the options for tapping into your retirement savings.
August 11, 2016
Don’t let sudden wealth from selling your business take you by surprise.
Don’t wait until “what if?” becomes “what is.”
August 10, 2016
Borrowing can be harmful, but the key to success is understanding how to use debt wisely.
July 26, 2016
Roth IRAs offer great benefits, even for those who think they don't qualify.
July 20, 2016
Downsizing and minimizing clutter can be liberating when you make more room for your future.
Proactive tax planning can help your retirement income last longer.
July 6, 2016
Try your hand at these nine mental workouts to stay sharp and get the most out of your retirement years.
June 22, 2016
Take the time to design an alternative retirement plan should retirement come earlier than expected.
June 15, 2016
Travelers have long recognized the value of expanding the mind, while delighting the senses through adventurous experiences both at home and...
June 7, 2016
After years of saving and investing, you now need different strategies to generate retirement income.
September 21, 2015
A little research can help ensure your donations are put to good use.
Read the fixed income commentary from Executive Vice President Kevin Giddis.