Smart About Money™
Blog & Videos
Living Your Dreambook™
Filter by Topic
Most people assume they'll pay less in taxes when they retire—but that’s not always true.
What happens to your digital assets when you pass away? Don’t leave it to chance, or leave your family scrambling.
Most of the time, caring for aging parents doesn’t happen all at once; ideally, it’s a gradual process of taking on more of the details that keep their lives running smoothly while preserving their sense
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 doesn’t have to be complicated, especially if you start with the three key documents that form the foundation of any solid plan.
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
