Longevity Wealth
I know that some of the current financial headlines may be unnerving, but rest assured that Raymond James is well-prepared to weather changing or challenging market conditions. Our Chair and CEO Paul Reilly recently shared a message to our firm’s advisors and associates discussing recent bank shutdowns and Raymond James’ secure positioning through our prudent, […]
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FAMILY & LIFESTYLE What to consider if the van life is calling to your inner nomad. Often associated with hippies who “tuned out and turned on” in a VW bus back in the day, the last two years has seen a resurgence in van life with a distinctly different point of view as work shifted […]
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FAMILY & LIFESTYLE How fashion companies are taking on ESG initiatives. Sustainability is making its way into the fashion industry, with documentaries like The True Cost delving deep into this glittery world, especially fast fashion. When talking about sustainability in fashion, the industry is encompassing everything from packaging to tracing the supply chain for complete transparency, to […]
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RETIREMENT & LONGEVITY Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation builds on retirement savings changes passed in 2019 and contains new provisions […]
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Last fall I travelled across the country to visit clients which either had moved out of the area or I had never had the chance to meet yet. One morning, after a beautiful hike, I stumbled across a small town in Illinois. As I walked the few short blocks, I came across a tattoo parlor […]
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FAMILY & LIFESTYLE An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important. Key Takeaways What is the ABLE Act? The ABLE Act – formally, the Stephen Beck Jr. Achieving a Better Life Experience Act of 2014 – was created to give individuals with disabilities and their families […]
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New Retirement Contribution Limits for 2023Near-record levels. Provided by Kelli Young, ChFC The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement Accounts (IRAs). IRA contribution limits are up $500 in 2023 to $6,500. […]
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FAMILY & LIFESTYLE How to mindfully incorporate your favorite things in your day to day A recent study found that Americans rated listening to their favorite song, enjoying a nice dinner and watching their favorite movie as the top three “little things” that bring joy. While they’re all pretty easy to incorporate into life, more […]
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