Use the year-end tax planning worksheet to stay on track throughout the upcoming tax season.
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Your Year-End Tax Planning Checklist
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
Proud to be partners of this ever growing employee owned company. Pandemics aren't slowing us down.
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Steward Inks Deal for Umpqua Bank’s $3.4 Billion-Asset Wealth Business - AdvisorHub
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
Join Larry Adam, Raymond James CIO on Monday, September 14th at 4:15pm ET for a wide-ranging conversation about COVID-19. He will be discussing the latest in vaccines and therapeutics, and will take a look at potential virus hot spots, how school reopenings are going and how they play into the case numbers.
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COVID-19 360: Game Changers - www.raymondjames.com
Have you seen our new commercial? Check it out during the Kentucky Derby!
October is International Longevity Month, a great time to make sure you know about the resources and support you have available. Whether you're starting to think about the right Medicare plan, the potential of a healthcare or caregiving need, or how you are going to spend your time in retirement, we take a life-centered approach to retirement planning that is both purposeful and personal. Learn more:
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International Longevity Month - www.raymondjames.com
See the upsides to estate planning at an earlier age and adjusting as you go in this U.S. News & World Report article.
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8 Things You Need for an Estate Plan at Any Age - money.usnews.com
This is an interesting one...
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How much you need to invest every month to retire with $1 million to $3 million, broken down by age
Remember to take a moment today to thank someone who served. Happy Veterans Day.
"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." Hear more from Washington Policy Analyst Ed Mills.
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A Split-Congress Result Could Take Tax Changes Off the Table
Our offices will be closed on Thursday, November 26, 2020. Happy Thanksgiving!
With 2020 ramping down, it is time for investors to turn their focus to 2021. Raymond James Chief Investment Officer Larry Adam shares his new year market wish list: https://go.rjf.com/2VQmMxS
Start the new year right by reviewing and revamping your financial plan. Here are 12 resolutions that can help ensure your financial confidence in retirement.
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12 Financial Resolutions for 2021
Our offices will be closed on Friday, December 25, 2020. Happy Holidays!
You're familiar with the major social media channels, but have you considered avenues like Bing Places For Business, Nextdoor and PRLog?
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Free Ways to Help Differentiate Your Business Online
As we start 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 - www.raymondjames.com
I found this article interesting. Proud of our scientists and biotech companies that will hopefully change lives forever.
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mRNA Vaccines Could Vanquish Covid Today, Cancer Tomorrow
In observance of the holiday, our offices will be closed on Monday, January 18, 2021. Join us in honoring Martin Luther King Jr.
What has two first names, has been in Tampa Bay since 1962 and can help you plan for everything from your dream house to your dream retirement? (Hint: Check the sign on the stadium.)
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Raymond James Stadium® - About Us | Raymond James - www.raymondjames.com
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
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The Psychological Side of Spending Your Retirement Savings
As we gear up for the next professional football championship, we examine possible roles of your financial team and how they should collaborate with you in different aspects of your financial planning. Give us a call, we are team players.
Draft the Players Your Financial Team Needs
Congratulations to the Tampa Bay Bucs for their big win this past weekend at Raymond James Stadium!
Who are you rooting for this Sunday?
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Raymond James Stadium® - About Us | Raymond James - www.raymondjames.com
Happy Valentine's Day!
When it comes to withdrawing your retirement savings, here are a few things to consider:
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The Psychological Side of Spending Your Retirement Savings
Since last year's exemption hasn't been extended, anyone who is 72 or older in 2021 must make a withdrawal before December 31. Learn more:
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www.rjsocialmedia.com
Happy St. Patrick's Day!
Happy St. Patrick's Day!
Spring cleaning? Schedule some time to check in on your accounts, organize important documents and review your credit report.
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Check These Financial To-Do's off Your Spring Cleaning List - www.raymondjames.com
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?
