The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Housing sector gets work-from-home boost
More Americans working from home has proved a game-changer for housing.
Family & Lifestyle
Make data privacy a priority in 2022
As our lives become more digitally integrated, our data becomes more valuable.
Technology & Innovation
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Markets must focus on execution in 2022
1/24/2022
While speed is important for the markets, execution is just as important (if not more) in 2022.
Markets & Investing
2022 Outlook: Going the distance [INFOGRAPHIC]
1/21/2022
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing
Double the inheritance, double the planning
Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle
3 ideas for when the IRS owes you
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Tax Planning
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
How 10 minutes on LinkedIn per day can boost your business
A few well-spent minutes can help you connect with new clients.
Business Ownership