Many of our clients are wondering if their spouses are going to say them once they retire and are under foot at home, “honey, I married you for better or for worse but not for lunch”. So many people try to imagine their life after retirement without stress,...
The busy medical professional, business owner or executive may not have the time, expertise or the interest in making sure their family has all their financial ducks in a row. The complications of managing a properly diversified portfolio, making sure they have taken...
Many of our parents and grandparent clients are hoping financial aid will be available to defray the ever rising cost of tuition for college. Yet, it is often confusing which type of assets influence their qualification for financial aid. The following is a quick...
Preparing for retirement is a top priority for an overwhelming majority of Americans, but only 50% of pre-retirees believe they are well-prepared with a strong retirement plan, according to the results of a Prudential Investments survey of 1,568 adults living in the...
Americans are living longer, and that means a higher chance of requiring long term care. Long-term care insurance can help you plan for the unexpected and protect your financial legacy. In light of November being Long-Term Care Awareness month, you can’t know for...
In the last few years, passive investment strategies have become much more popular, as evidenced by the massive inflows into more index style vs. active strategies by professional managers. This appears to be based mostly on a flawed reasoning that cheaper is always...
The current economic expansion doesn't look too bad "for its age", which by October, 2016 The US economy has been growing for the last 87months (i.e., no recession), an expansion exceeded in length only 3 times since 1900 (source: National Bureau of Economic...
Those of us having lived through numerous hurricanes over the years as native Floridians, we still never know what to expect. According to Wikimedia, dating back to 1851, there has never been a direct hit on the east coast of Central Florida. Even including our...
The most successful people that I’ve encountered over the years have been those who have acknowledged they can’t be an expert in all the technical, legal and financial matters that affect them, their business and their family. Therefore, the smartest people surround...
Hurricane Matthew Emergency Office Numbers Tom Fleishel Raymond James Client Services 800-647-7378 Thomas.fleishel@raymondjames.com
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