When it comes to retirement, mental and emotional preparation are just as important as financial preparation. Start planning now for the 6 stages of retirement:
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The 6 Stages of Retirement - www.raymondjames.com
A firm as unique as the people we serve can help you live your life – even if your life looks like running an architectural firm, tending hives of honeybees and mentoring a teenager.
Learn more at https://go.rjf.com/3hck4L9
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Beekeeper
Retirement planning tends to put the most focus on financial security. Here are some additional aspects to consider.
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The 6 Stages of Retirement
The pandemic has certainly limited travel options over the last several months. So how do you relieve your travel bug during these times? Here are some suggestions.
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Longing to Travel? 4 Options for a Socially Distant Getaway
In this Forbes article, learn the keys to avoiding the disharmony that can result from a failed estate plan.
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Most Estate Plans Fail, Don't Let Yours Be One Of Them
While public focus remains largely on the presidential race, Washington Policy Analyst Ed Mills reminds investors that congressional outcomes are just as impactful for future regulatory changes.
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Congress, Not Just the President, Shapes Future Legislation
Not long ago, most planned retirement communities revolved around a golf course, a few tennis courts and an Olympic pool thrown into the mix. Now, there are more choices available. Here are some niche retirement community considerations:
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Could You Thrive in a Niche Retirement Community?
It's a tricky topic, but it's an important one. How to start conversations with your family around inheritance: https://go.rjf.com/3cSsWoV
We spend years saving and investing for retirement. But what happens when you retire and it's time to go from saving to spending?
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The Psychological Side of Spending Your Retirement Savings
"When I look at the market reaction, it seems to me as if the markets have decided, the most likely outcome here is a divided government."
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A Split-Congress Result Could Take Tax Changes Off the Table
Remember to take a moment today to thank someone who served. Happy Veterans Day.
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How much you need to invest every month to retire with $1 million to $3 million, broken down by age
Raymond James Chief Economist is discussing the recent October employment report, consumer spending changes and his 2021 economic outlook. Watch here:
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U.S. Economy Improving; Still 10 Million Jobs to Regain
Blair Gorman, CIMA® discusses the hidden costs associated with age-related care and housing, and she offers practical guidance about how these expenses can impact your financial plan for retirement.
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Can You Age at Home, or Will You Need More Support? [VIDEO]
Almost 1 in 5 adults in the U.S. are providing unpaid care to another adult. Being a caregiver can certainly take its toll emotionally and financially.
Dr. Amy D'Aprix talks about the practical, emotional, financial and family considerations that caregivers face.
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Are You a Caregiver? The Answer May Surprise You [VIDEO]
Getting scam calls offering COVID-19 tests or face masks? You're not alone. Here are tips on how to safeguard against these schemes.
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The Scoop on COVID-19 Medicare Scams
As we approach the start of a new year, schedule some time to check in on your accounts, organize tax documents and review your health spending.
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Start the New Year With an Organized Outlook
Our offices will be closed on Friday, December 25, 2020. Happy Holidays!
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How much you need to invest every month to retire with $1 million to $3 million, broken down by age
Here are five of the most common reasons money doesn't survive wealth transfers over multiple generations:
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5 Reasons Wealth Transfers Fail
Are you missing travel? Today, we're taking a look at four ways people are vacationing in 2021.
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Longing to Travel? 4 Options for a Socially Distant Getaway
Women are more likely to take on the mental load of running a household. Learn how to ease the burden of this invisible labor in this quarter's Successful Women newsletter:
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Study Confirms Women Most Often Manage Their Households
Chief Economist Scott Brown shares his insights into the January Employment Report.
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The Job Market Outlook - www.raymondjames.com
How aging changes your financial decision-making. It may be time to rethink how you manage your financial affairs.
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Cognitive Aging Can Pose Challenges to Financial Decision-Making
This all-important retirement income source is tricky, especially around times of transition.
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The Twists and Turns of Social Security
This special edition of the Raymond James For What It's Worth podcast, featuring NFL executive Peter O'Reilly, brings you insight into what goes into planning the big game at Raymond James Stadium.
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The Behind-the-Scenes Planning of Football's Biggest Game
The role of a trustee comes with a variety of responsibilities and liabilities. How do you choose the right person for the job? Narrow your search by identifying someone with these three characteristics.
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The Three T's of Effective Trustees
The pandemic has everything changing around us. It might not seem like the best time to make a change for yourself – but it just might be the perfect time. Is now right for you?
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Tips for Women Facing a Sudden Career Shift
Waiting until full retirement age makes sense for many investors – but not for every investor. Check out this article to see if you should file early for social security.
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Should You File Early for Social Security?
Review 6 key components of the SECURE Act as they pertain to retirement savings and estate planning.
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6 Key SECURE Act Takeaways for Individual Investors
Raymond James Washington Policy Analyst Ed Mills outlines the provisions for individual payments, education support, restaurant grants and more.
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What Does the Senate's $1.9 Trillion Relief Bill Include?
Americans are getting creative when it comes to safe travel in 2021. Check out these options on Commentary & Insights:
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Longing to Travel? 4 Options for a Socially Distant Getaway
Estate planning is more than just creating a will. Here's a look at the different documents you may need to prepare for yourself and your family.
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8 Essential Documents for Your Estate Plan
