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Insights

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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Important Financial Considerations For Single Parents

Discover essential financial planning tips for single parents, including budgeting strategies, emergency fund goals, health insurance insights, tax benefits, and saving for your children's future. Learn how to build a secure financial foundation for your family.

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Making The Most Of A Roth IRA

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.

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Your Year-End Tax Planning Checklist

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.

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More Exciting Than It Sounds: The Beige Book

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.

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The New 'Kids' On Campus

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.

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Transitioning Into Adulthood

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.

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