Charitably minded investors can satisfy RMDs with QCDs

Charitably minded investors can satisfy RMDs with QCDs

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...
Executive Council 1

Executive Council 1

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...
7 ways to boost your savings

7 ways to boost your savings

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...