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The Caregiver Checklist
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
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.
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
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, marketed as The Meakem Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Meakem Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
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Traci Richmond CA License No. 0G81406, Suzanne Scheer CA License Number 4371618, Claire Volke CA License No. 4465761
