OUR BLOG
Understanding the Impact of Inflation and Rising Healthcare Costs on Retirement
Retirement planning can seem like a daunting task. While the image of lounging on the beach or pursuing lifelong hobbies can be quite enticing, it's also accompanied by serious financial questions. Among the most critical concerns that arise during such discussions...
Retirement Myth-Busting: Your Savings Don’t Have to Shrink, They Can Grow!
In my years working as a financial planner, one common belief I've noticed among many people is that once you retire, your money will only shrink. The worry about how the stock market behaves can be quite nerve-wracking, and the fear of losing money is very real....
Opportunity Blooms in Tax Season
Whether you get a refund or end up owing, you have options.
Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill.
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Fed Announces 50 Basis Points Rate Hike
As expected, the Federal Reserve (Fed) increased the federal funds rate by 50 basis points (bps).
5 Reasons to Give Appreciated Stock
Donating appreciated equity can be a gift for both you and your favorite charity. Donating long-term appreciated securities has the potential to help you realign your portfolio and give back tax-efficiently.
Make Your Final Tax Saving Moves Before Dec 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments for their tax filings.
Who Should You Choose to Execute Your Estate Plan?
When selecting a personal representative to carry out the terms of your will, consider the role’s many responsibilities.
The 3 L’s: Loved Ones, Legacies and Life Insurance
For some estate planning and financial goals, life insurance may be just the solution.
Are You and Your Partner on the Same Retirement Page?
Ultimately, the time to talk about and resolve any differences you have about retirement is well before you need to. Let’s look at some of the key areas where couples need to find common ground.
Let’s Start a Conversation
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Fort Washington, PA 19034
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Telephone: 267.470.4109
Fax: 267-443-1270
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Peter.Gutekunst@RaymondJames.com