Our mission is to empower you to live your life of most significance, through intentional planning. We hope the information shared on this page will help you grow impact in the areas of your life that matter most.
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Maximize charitable deductions in 2025 before new tax law changes take effect in 2026. Learn strategic giving tips for itemizers and non-itemizers.
Are you considering opening or contributing to a Roth IRA? This type of retirement account offers several benefits that can help you maximize your savings and enjoy a comfortable retirement. Learn more about some of the key benefits and more.
Learn how to protect your personal assets from business liabilities with smart legal structures, insurance strategies, and financial separation. Discover key tips for business owners to reduce risk and safeguard wealth.
Discover how donor-advised funds (DAFs) offer a simple, flexible, and tax-efficient way to honor loved ones through charitable giving. Learn how DAFs can serve as living legacies, helping individuals turn grief into meaningful impact.
Prepare for tax season with Raymond James’ comprehensive year-end tax planning checklist. Discover key deadlines, strategic tips, and planning insights to help optimize deductions, investments, and charitable giving before year-end.
Discover why lifetime income annuities are gaining popularity among retirees. Learn how rising interest rates and market volatility have driven demand for guaranteed income solutions in retirement.
Discover why the Federal Reserve’s Beige Book is more insightful than its name suggests. Explore how this unique economic report blends data with real-world perspectives to shape monetary policy and reveal the human side of the economy.
Discover how older adults are embracing lifelong learning by enrolling in college courses across the U.S. Learn about the cognitive, social, and emotional benefits of education later in life, and how tuition-free programs are making it more accessible than ever.
Explore why estate planning is crucial even without direct heirs. Learn how to choose trustees, executors, and agents, and discover philanthropic strategies like donor-advised funds and charitable trusts to ensure your legacy reflects your values.
Explore how the journey to adulthood has evolved over the decades. This article examines shifting societal expectations, financial dependencies, and the emotional investments parents make as young adults navigate education, careers, and independence in today’s complex world.
Learn how cash balance plans can help high-income business owners accelerate retirement savings and reduce tax liability. Discover the benefits, contribution limits, and strategic advantages of pairing these plans with 401(k)s and profit-sharing options.
How much do natural disasters across the country effect your insurance premiums? Learn the answer to this and more in this segment from our Insurance Roundtable Discussion Series.