Impress your clients and team with a virtual wine tasting
Pop the cork and celebrate a successful year with your employees or loyal customers.
Business Ownership
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Review retirement plan contribution limits for 2023
Consider using tax-advantaged accounts to help lower your tax bill.
Retirement & Longevity
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
The destructive, 10-figure industry that’s still expanding
The FBI reported last year's potential cybercrime losses at nearly $7 billion – and Chief IT Security Officer Todd Ferguson believes that to be an underestimation.
Technology & Innovation
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020 or 2021 will not face withdrawal penalties until 2023.
Retirement & Longevity
Social Security increases benefits by 8.7% for 2023
The cost of living adjustment represents the largest increase in 40 years.
Retirement & Longevity
Making the most of Medicare's open enrollment period
Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Webinar replay - Quarterly Coordinates: A Time for Finesse
10/10/2022
Raymond James Chief Investment Officer Larry Adam discusses a nuanced approach to the markets, featuring finesse and a strong sense of the field position of the economy.
Markets & Investing