Check this List – Twice – Before Year-End Did you know? Dec. 31st is the most important tax day of the year. Here’s why you should start planning today. Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves. September 26, 2016 While keeping in mind yourRead More
Retiree in Training | Point of View Raymond James Retiree in Training Practice makes perfect when it comes to retirement. October 26, 2016 Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most of us really look forward to the idea of well-deserved, unstructured free time. A time to do exactly whatRead More
WINTER 2014-2015 I thought you would find the latest issue of Financial Journeys useful. In This Issue: Think long term about your future care Deciding how to fund a long-term care plan now can save you later. Take a look at the costs of living longer and how traditional long-term care insurance can help. TheRead More
The Results Are In for the Walker Family Annual Ugly Christmas Sweater Contest! With all the ugly Christmas sweaters in this year’s contest, I’m proud to announce that this year’s 1st place winner was Sarah Walker, with her elaborate, handmade, and impressively hideous ensemble! 2nd place goes to Chandler Smith for her Walker Family Tree,Read More
Advisors Conference: Dedicated to Idea Sharing and Growth I’m excited to let you know about the advisors conference trip I made last week to Columbus, Ohio to spend 3 full days with 12 other Raymond James advisors from all over the country who were hand selected by each of the firm’s regional directors. This groupRead More
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