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4 Key Roles in Estate Planning: Who to Choose and Why It Matters
Estate planning isn’t just about writing a will—it’s about creating a roadmap for your family to follow during what could be challenging times.
Estate planning isn’t just about writing a will—it’s about creating a roadmap for your family to follow during what could be challenging times.
If you’re considering starting or expanding a side hustle, it’s essential to keep two things in mind: tax planning and how the income fits into your long-term financial plan.
Estate planning doesn’t have to be complicated, especially if you start with the three key documents that form the foundation of any solid plan.
One of the most common questions we get asked is, “Is it a good time to invest?” Thanks to a smart investment strategy called dollar-cost averaging, you can minimize the stress and guesswork of saving.
With so many options available, how do you decide what’s best for you and your family?
With the spring housing market just on the horizon, it may be a good idea to bump “budgeting for a house” to the top of your financial goals.
Knowing how to manage windfall money can be tricky. Luckily, being Smart About Money™ is often as simple as knowing the facts, having a plan, and sticking with it.
Each January is a great time to reassess your emergency fund, the cornerstone of your financial well-being.
Don’t scramble to write checks to charity just before the tax deadline. Learn more about how you can set up a Donor-Advised Fund (DAF) through Raymond James Charitable. Setting up a DAF is an easy and
December brings holiday stress along with all of its magic. What if, instead, you could handle the holidays in a way that filled your tank and your memory bank?
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