Feb 2, 2023 | Office News & Announcements
Joan was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating...
Jan 24, 2023 | Business Ownership
For family-owned businesses, the dream is often for the next generation to take up the reins and continue the legacy. After all, your business likely represents a significant part of your family wealth, but it’s likely the most significant gain may come when the...
Jan 13, 2023 | Estate & Giving
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more...
Nov 29, 2022 | Office News & Announcements
Congratulations to our Financial Advisor, Joan Bowers, for making Raymond James Financial Services – Executive Council 1. Joan’s production was in the top 9% of all Raymond James advisors. Your hard work and dedication are never unnoticed in this office! Keep up the...
Aug 30, 2022 | Retirement & Longevity
Discover smart options to grow your savings. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: Take advantage of an employer match. If they’ll match 3%, you’ve just...
Recent Comments