OUR BLOG
What Type of Charitable Giving is Best for You
Charitable giving, at its core, is a way for people to support the causes and organizations nearest to their heart. Beyond that, it is also an important part of your estate and financial planning process as it counts towards deductions come time to file your...
Income Tax Basis and What it Means For Your Estate Plan
Usually when we talk about income tax, we are referring to our earned income throughout the year—paychecks, commissions, bonuses, etc. It is easy to forget that income or more appropriately, capital gain tax must also be taken into account when talking about a gain or...
How Secure is Social Security?
As the foundation of most individual’s retirement income, Social Security and the future of the program has become a large focus for news outlets and politicians alike. The debates surrounding the need for reform range from a few adjustments to a complete overhaul or...
Shaping Your Legacy
A common denominator that permeates both financial and estate planning, yet is often overlooked is your legacy. Beyond what items you’ll someday leave behind, your legacy is the fingerprint you leave on the world long after you’re gone. Stories, photographs,...
Looking For a Lower Car Insurance Payment? Here’s What You Should Know
When evaluating your budget or trying to find ways to cut your monthly bills, you may look over your high car insurance payment as an inevitable expense. There are many variables that factor into your premiums such as hits to your driving record, points on your...
Everything You Need to Know About Refinancing Your Mortgage
Getting a mortgage is one of the largest and possibly most important investments you make in your lifetime. As such, it has the ability to help you build equity and reach new financial goals. The pace at which you do so may ultimately be quickened if you...
Know Your Savings Plan: 5 Advantages IRAs hold over 401(k)s
When it comes to IRA’s and 401(k)’s we often talk about the similarities they share in saving for your retirement. While both our retirement plans geared to set aside tax-deferred money to grow for future income there are also many differences between the two....
5 Things to Know Before Claiming Social Security
If you picture your journey through the work force to your retirement as a marathon, the finish line is electing your Social Security benefits. Social Security, for many individuals, is the core of their retirement income. Maximizing this income is therefore...
The Death of a Spouse and What it Means for your Finances
Death is an unsettling issue at any time, in particular during retirement. Most commonly people worry about outliving their retirement income, the death of a spouse, however, is often the most unexplored and unprepared for event. Yet, according to the most...
Let’s Hear It for Independent Women!
Women’s History Month is a time to celebrate the many accomplishments of women and encourage positive steps to help relieve money stress and help build financial security. Let’s start with a brief quiz about the economic contributions of women in the United States:1.)...
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Peter.Gutekunst@RaymondJames.com