Dealing With the Financial Side of Divorce
2/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events
Treasury Auction Results Spark Drop in U.S. Stock Prices
2/25/2021
Despite the recent weakness in equities, Raymond James CIO Larry Adam expects positive stock growth over the next 12 months.
Markets & Investing
“American Rescue Plan” Includes More Payments to Families
2/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy
Remember: RMDs Waived for 2020, Not 2021
2/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity
8 Essential Documents for Your Estate Plan
2/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving
Stick with Fixed Income
2/22/2021
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
How to Guard Your Nest Egg From “Sequence of Returns” Risk
2/22/2021
Explore strategies for protecting your future spending power.
Retirement & Longevity
Home Sales Spike as Millennials, Boomers Ditch City Living
2/17/2021
The virus has led buyers of all ages to seek larger residences for work and relaxation, and low interest rates and demographic trends have added additional fuel to the fire.
Lifestyle & Technology
The Three T's of Effective Trustees
2/17/2021
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
6 Key SECURE Act Takeaways for Individual Investors
2/16/2021
Review key changes that may affect your retirement and estate planning.
Retirement & Longevity
How Different Types of Insurance Help Manage Risk
2/16/2021
Find the right mix of coverage to live with confidence.
Retirement & Longevity
