• | May 3, 2017

    Estate planning mistakes – And how to avoid them

    There’s a calm comfort that comes with estate planning. A sense that your family will be taken care...

  • | March 9, 2017

    Four Smart Withdrawal Strategies

    As featured in WORTHWHILE, a quarterly periodical dedicated to serving the clients of Raymond James advisors and affiliated...

  • | January 4, 2017

    20 Financial Things Couples Should Know

    Having a solid understanding of your financial status is crucial to planning, budgeting and saving toward your goals....

  • | November 4, 2016

    Year End Financial Checklist

    As we approach the end of the year, we inevitably will see lots of lists…Christmas lists, Best of...

  • | May 4, 2016

    Estate Planning 101

    The underlying goal of proper estate planning is to ensure the legacy you leave behind provides your family...

  • | March 4, 2016

    Retirement Planning

    The typical American family reflected in iconic television shows of the 1950s and 1960s, in which the husband...

  • | November 5, 2015

    Next Generation Gifting Considerations

        As you consider gifting options, ask yourself how you would like financial gifts made to children...

  • | September 10, 2015

    Making Your Estate Plan Dispute Proof

    What do Howard Hughes, Leona Helmsley and J. Howard Marshall (of Anna Nicole Smith fame) have in common?...

  • | July 6, 2015

    Market timing seems so easy, in theory. Buy when prices are low and sell when they are at...

  • | January 4, 2015

    Exit Strategies for Small-Business Clients

    Laying down the groundwork for an entrepreneur’s exit strategy

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