Point of View
Fresh ideas for pursuing a life well planned.
Insights both timely and timeless for wealth and retirement planning.
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 28, 2017
Take the time to learn the facts behind these common Medicare misconceptions.
March 27, 2017
Rising healthcare costs are a primary concern of retiring investors. Learn more about your Medicare options with these informational resources.
Get wise about maintaining your health – and wealth – in retirement.
Medicare provides a lot of coverage, but it doesn’t cover everything.
March 21, 2017
'Tis the season to spring clean your finances, review your progress thus far and address any outstanding to-do's.
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...
This all-important retirement income source is tricky, especially around times of transition.
March 7, 2017
These celebrities' tales are a strong reminder to review your estate plan before it’s too late.
March 1, 2017
If you're surprised by a tax bill, consider ways to pay without interrupting your financial plan.
February 27, 2017
Consider these strategies and insights for making the most out of the current tax season.
February 24, 2017
The new administration has proposed reform that may potentially impact individual income taxes, transfer taxes, and business income taxes.
February 23, 2017
Smart strategies can help high-income earners reduce their Medicare taxes and overall tax bill.
February 20, 2017
Smart moves at the beginning of tax season can help get your financial house in order.
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.
February 14, 2017
Having a solid savings plan is crucial to both your and your employees' well-being and long-term happiness.
When it comes to business taxes, are you aware of how your state measures up?
Many couples don't agree on when, where or how they're going to retire.
Any breach in security can be detrimental to your business’ success. So what can you do?
Prepare to take advantage of tax opportunities for business owners in 2017.
February 10, 2017
Your family and your legacy are important; take the time to protect them as best you can.
Find the right mix of insurance coverage to live with confidence.
February 7, 2017
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...
February 6, 2017
As you consider a long, happy retirement, give some thought to the largest aspects of your budget. Where your money actually goes may surprise...
Beyond asking where you see yourself and even what your lifelong goals are, effective retirement and longevity planning begs some very big...
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 29, 2016
Consider getting organized this winter season by decluttering and updating your financial plan.
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 12, 2016
These simple questions can help make sure your estate plan is ready to ring in 2017.
December 9, 2016
Start the new year right by reviewing and revamping your financial plan.
December 6, 2016
Review this roadmap to help you navigate through the Medicare enrollment process.
December 5, 2016
The goals are similar, but different generations give back in different ways.
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
Overseeing a nonprofit is an honor that comes with potential liabilities.
With preparation, business owners can find strategies with the best fit.
Find a better balance with focus, the right team and rest.
Don’t overlook these eight common estate planning problems.
November 9, 2016
From tax-loss harvesting to Roth conversions, these end of year moves can provide a boost to your plan.
October 31, 2016
Contributing as much as you can as early as possible allows those assets more time to grow and compound.
October 26, 2016
Practice makes perfect when it comes to retirement.
Proposed U.S. Treasury rules could mean a bigger estate tax bite for your family-owned entity.
October 25, 2016
How to have a valuable family conversation about your estate.
October 18, 2016
There are a number of important tax and financial planning moves that can help prepare you for the upcoming tax season and better align your...
These tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term...
More than 65 million Americans will see the 0.3% increase in their payments beginning in January of 2017.
October 17, 2016
Create a plan to withdraw your minimum distributions on your terms while complying with Uncle Sam’s.
As 2016 wanes, consider the many ways charitable giving can brighten a holiday season.
October 14, 2016
As investors are faced with higher taxes, there are a few simple steps you can take to lower your tax bill.
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.
Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.
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
Kevin McGarry of Nationwide Retirement Institute answers your top Social Security questions.
September 6, 2016
With Medicare's open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
August 19, 2016
What you don't know and what you can do about it.
August 15, 2016
Consider the options for tapping into your retirement savings.
From smart phones to smart homes, emerging technology is changing the way Americans approach aging — and Baby Boomers welcome the advances.
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.
Whether in-person or online, connections fostered among caregivers provide long-range benefits.
August 9, 2016
Owning a business can have great rewards, but also great risk. Learn more about how to protect those rewards.
August 3, 2016
More and more Americans are going back to work or volunteering after retirement.
July 26, 2016
Roth IRAs offer great benefits, even for those who think they don't qualify.
July 20, 2016
Proactive tax planning can help your retirement income last longer.
July 19, 2016
As more and more baby boomers edge toward retirement, they’ll start thinking about what happens next and how to prepare.
June 29, 2016
As you prepare yourself for Social Security, be sure to ask yourself these questions.
June 22, 2016
Take the time to design an alternative retirement plan should retirement come earlier than expected.
June 7, 2016
After years of saving and investing, you now need different strategies to generate retirement income.
May 25, 2016
Social Security offers benefits to family members who depend on you, so it’s good to know who is eligible.
May 23, 2016
For many, their 30s is a time to build a family and a stronger financial future.
A new union can and should change your financial future.
May 22, 2016
Social Security benefits are an important part of almost any retirement income plan. One Social Security misstep could leave you missing out...
May 20, 2016
Before you decide when and how to file for Social Security, it’s important to understand the basics.
May 18, 2016
Maintaining quality of life throughout increasingly long retirements brings a new set of challenges.
May 13, 2016
Deciding when to file for Social Security could make a large impact on your lifetime benefit.
May 12, 2016
Just like the kids you’re saving college funds for, 529 plans are often misunderstood.
May 11, 2016
Let’s take a look at how this educational savings tool can help you cover expenses for higher learning while lowering your taxes.
May 10, 2016
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.
May 4, 2016
Talking through some big decisions will help you and your partner get on the same page before retirement.
April 26, 2016
Time is your most valuable asset when saving for retirement.
April 25, 2016
What you pass on can include digital assets and hard-earned wisdom.
March 29, 2016
Celebrate Financial Literacy Month by brushing up on some of the fundamentals behind sound financial planning.
March 28, 2016
Whether you get a refund, or end up owing, you have options.
March 21, 2016
It’s never too early to start saving for your child’s or grandchild’s education with a 529 plan.
March 18, 2016
Planning ahead can help you get the jump on some of these surprise costs.
March 17, 2016
When thinking about retirement, there are so many options. A Roth IRA can be a powerful retirement tool.
March 2, 2016
There are four financial factors you should consider that will affect a career change.
More women have become economic forces within the modern workplace.
February 23, 2016
For better or worse, networking is a large part of growth in the business world.
February 2, 2016
Review this checklist and prepare for parenthood with open eyes and special financial care.
January 24, 2016
A tax refund may feel like a bonus, but breaking even is better. If you end up with a refund, you may want to reconsider how much you’re...
January 21, 2016
Saving early and often can help you reach your retirement saving goals.
January 19, 2016
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...
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.
January 8, 2016
If you’re concerned that you haven’t put enough away to retire, you have plenty of company.
January 3, 2016
Important ways to save in 2016 and beyond.
November 17, 2015
Roth IRAs provide a tax-advantaged haven for retirement savings, along with a number of other compelling benefits.
October 6, 2015
To counter or reduce the overall impact of taxes, it’s important to evaluate your income sources.
September 24, 2015
Adding more stocks to your income plan may help offset low interest rates and inflation.
September 21, 2015
A little research can help ensure your donations are put to good use.
July 29, 2015
Spread the spirit of giving from generation to generation.
July 20, 2015
Just because tax season is behind us doesn't mean we can - or should - forget about taxes until year-end.
June 24, 2015
Planning for retirement is a big undertaking. Fortunately you don't have to build your financial future all at once.
June 17, 2015
Americans are living longer and rethinking life's major milestones - from marriage and homeownership to parenthood and retirement.
June 8, 2015
Today's seniors are working more than ever before and transforming the workforce in the process.
April 30, 2015
Retirement is more than weddings, vacations and sail boats. How will you fill all the days of your year in retirement?
April 29, 2015
The burden of college costs often becomes a major family concern as the costs of higher education have risen over the past decade.
April 23, 2015
Retirement will be the adventure of your life. Are your grand plans enough to fill your days and your soul?
March 23, 2015
Be mindful of the factors that impact your credit score and know your numbers.
December 29, 2014
Shavarne Dahlquist, fiduciary consultant, Raymond James Trust, encourages clients to think about estate planning as a lifetime process rather...
December 9, 2014
Listen as Gail Buckner, Financial Planning Spokesperson for Franklin Templeton, explains why timing is everything when it comes to Social...
December 1, 2014
When managed correctly, debt can be a useful tool, especially in a low interest rate environment.
New stay at home parents should think through some key decisions.
November 20, 2014
To stay in step, think about differences in life expectancies, health.
Retiring couples should coordinate lifestyles, wants and wishes, too.
Staying focused on what matters most can help you plan and prioritize.
No matter what college your child or grandchild plans to attend, the price tag should probably have a warning label covering the actual cost.
November 19, 2014
Time your age-related decisions properly.
One of the realities of married life is that one spouse is usually more focused on the couple’s financial and retirement planning than the...
For a variety of reasons, second (or third) marriages are becoming the norm.
Convey your values, beliefs, wisdom to those who survive you.
Ensure the bills get paid, income is maximized and you always know where you stand.
When "a portion of the proceeds go to charity," how much is that - and does the charity know?
November 18, 2014
Philanthropists seek more than just a tax deduction; they want to know that their donations will yield results.
As the saying goes, “timing is everything.” This even applies to when you decide to take your Social Security retirement benefits.
November 4, 2014
Charitable giving can reduce your tax burden and also provide a sense of satisfaction by benefiting your favorite causes.
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© 2017 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
© 2017 Raymond James Financial Services, Inc., member FINRA/SIPC