• | December 31, 2018

    Who Wouldn’t Mind a Gap?

    Hit pause and reflect on your personal and professional goals

  • | November 2, 2018

    DECODING THE TAX CODE

    Can you guess which itemized deductions and credits made the cut?

  • | July 9, 2018

    Choosing the Trustee for a Special Needs Trust

    When selecting who should take on this important role, there are several factors you should consider. When establishing...

  • | September 8, 2017

    Understanding cost-basis step-ups

    The original value of an asset used for tax purposes, adjusted for corporate actions, distributions, wash sale rules...

  • | 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...

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