4 Priceless Money Lessons for Kids

FAMILY & LIFESTYLE Financial literacy is a gift that lasts a lifetime. Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6 […]

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Tailor Your Taxes for Retirement

RETIREMENT & LONGEVITY From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising insights. Examining your position can help you design […]

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Pay off debt with a plan in mind

FAMILY & LIFESTYLE Strategies for minimizing interest payments and eliminating debt. If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including the total amount of […]

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Join Kelli Young on Tuesday, August 22 @ 1:00 PM for a Webinar with the YMCA

Kelli was invited to present in the YMCA Healthy Aging Community Cafés. They bring together those who are 55+ to build health in spirit, mind, and body so that we thrive with greater purpose, connection, and well-being.  Topic: Planning For & Financing Long-Term care Description: The risks of future long-term care needs are increasing and becoming […]

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Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. The return and principal value of stock prices will fluctuate as market conditions change. And shares, when sold, may be worth more or less than their original cost. […]

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Five Habits of 401(k) Millionaires

RETIREMENT & LONGEVITY 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. Many individuals who are saving for retirement aim to have at least $1 million in their retirement accounts when they […]

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A message from Paul Reilly

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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