3 ideas for when the IRS owes you
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Tax Planning
Strategies for paying an unexpected tax bill
Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.
Tax Planning
Learn to differentiate constructive and nonconstructive debt
When used strategically, debt can enhance your wealth and your life in meaningful ways.
Markets & Investing
Key determinants for 2022 economy: Inflation and Fed policy
1/6/2022
“Investors should be prepared for the ground to shift repeatedly in 2022,” says Raymond James Chief Economist Dr. Scott Brown.
Economy & Policy
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
10 themes that will affect your 2022 investing
1/4/2022
What can investors expect this year? Above-trend economic growth, at least two interest rate hikes and continued earnings strength among technology stocks, says CIO Larry Adam.
Markets & Investing
S&P 500 outpaces COVID-19 woes, soars more than 25% in 2021
1/3/2022
The year ended on a high note for the Dow and S&P 500 despite economic challenges posed by the coronavirus and extreme weather events.
Markets & Investing
Can you distinguish cash fact from cash fallacy?
Combat common cash myths with cold, hard facts.
Markets & Investing
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Easy ways to add a little more joy to your day
Add a small splash of happiness to your regular routine with these suggestions.
Family & Lifestyle
Optimize your estate plan for 2022 and beyond
Five ways to refine your plan for the future.
Estate & Giving
