Smart About Money

Sometimes life has different plans for us than we intended. That’s where a goal plan comes into play. Should you wait to buy a new car when your current car is having problems because you’ll spend less or should you buy a new car now?...

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....