How do you know if you’re on track to reach your financial goals if you don’t have a clear view of them? It can be hard to zoom out enough to create your goal plan, but it’s vitally important because every decision you make now...
You’ve been generous this year. You gave money to your favorite charities when they needed it most. Unfortunately, not all contributions are tax deductible. According to new tax laws, charitable contributions have to make up a large portion of your income to be deducted, but...
Retirement is the next exciting chapter in the story of your life. It’s an experience that can be thrilling, educational, cozy, social, creative, whatever you want. Yet, when it comes to planning for retirement, it’s sometimes hard for people who have worked their whole lives...
This time of year, it can be hard to keep track of all the tax documents you need and when you’re supposed to receive them. Below are the mailing dates for some of the 1099 forms you may be receiving from Raymond James....
It’s an idea you’ve had hammered into your head since you were a wee toddler; hard work pays off. Getting what you want out of life requires blood, sweat, tears and sacrifice. It’s universally acknowledged that working hard at your job is a “good thing.”...
This holiday season, let’s consider measuring happiness by what we give, instead of what we receive....
If money was no object, what dream would you fulfill first?...
Contributing to your company's 401(k)? Great! But that's just the beginning. We've got three tips on how to take control of what that money is invested in....
Flat tire on your way to work? Chip a tooth while playing with the kids? Fido needs emergency surgery? They’re not pleasant, but these types of emergencies happen to everyone....
Hunger doesn’t take holidays off. And neither do the people who work tirelessly to make a difference in our community....