Celebrate Financial Literacy Month During April

Celebrate Financial Literacy Month by brushing up on some of the fundamentals behind sound financial planning.


One of the Easiest Ways to Save for Retirement

January 21, 2016

Saving early and often can help you reach your retirement saving goals.


Seven Key Reasons to Consider a Roth IRA

November 17, 2015

Roth IRAs provide a tax-advantaged haven for retirement savings, along with a number of other compelling benefits.


FICO Has Your Number

March 23, 2015

Be mindful of the factors that impact your credit score and know your numbers.


Tips for Estate Planning

December 29, 2014

Shavarne Dahlquist, fiduciary consultant, Raymond James Trust, encourages clients to think about estate planning as a lifetime process rather than only end-of-life planning, and provides helpful tips on how to make the process both constructive and rewarding for all involved.

Goal Planning

Finding the Right Balance in Your Financial Plan

January 13, 2016

While your financial attention may be pulled in multiple directions, you need to learn to make the most of life’s financial tradeoffs.


Fill in the Gaps in your Child's Financial Education

November 20, 2014

Lessons to help college kids become financially responsible adults.

Investment Strategy

Five Fundamentals Every Investor Should Know

March 26, 2015

A financial plan is built on a few fundamental concepts...here are some to keep in mind .


Nurturing Moneywise Children

April 26, 2017

Teach your children to treasure their financial legacy.

Investment Strategy

ABC's of Bond Ratings

March 23, 2015

Investors considering lower rated bonds may find higher yields – along with higher risks.


Five Roth Rules

March 17, 2016

When thinking about retirement, there are so many options. A Roth IRA can be a powerful retirement tool.


Kid-Friendly Foundational Finances

April 12, 2016

Help kids of all ages develop smart money habits.