Our Blog


Our Blog is a blend of financial and lifestyle topics intended to be informative, valuable and easy to digest.  Enjoy!

Who Gets What, When?

If you need to update your estate planning, take a look at this Raymond James piece first.
Read More

A Guide To Your Comprehensive Statement

This detailed statement helps you review your portfolio's progress toward your goals offers important information about your accounts....
Read More

Five Considerations for Your Social Security Strategy

As you prepare to start claiming benefits, be sure to ask yourself these questions. In 2018, about 63...
Read More

Medicare Premiums and Copayments

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive....
Read More

Should You Consider a Pet Trust?

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these...
Read More

Maximizing Your Social Security Benefits

Retirement and Social Security are inextricably linked. Not only did Social Security help establish the official U.S. retirement...
Read More
1 2