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From the Desk of Todd Wike

From the Desk of Todd Wike

Over the next few months, we’ll be featuring various members of our financial planning team as guest contributors for the “From the Desk of Todd” article. We’re proud to have an extremely talented team here at PFG and with diverse interests and varying areas of...
Draft the Players Your Financial Team Needs

Draft the Players Your Financial Team Needs

When hiring tax, legal and other professionals, a spirit of collaboration is key. Take it from legendary coach Vince Lombardi: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” Similarly, a...
Navigating Medicare

Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective...
Review Retirement Plan Contribution Limits for 2020

Review Retirement Plan Contribution Limits for 2020

Consider using tax-advantaged accounts to help lower your tax bill. Even in the wake of complex tax provisions, a key to lowering your tax bill is really quite simple: report lower taxable income. Since few of us actually want to earn less, the next option is to stash...
6 Hacks to Boost Your Productivity

6 Hacks to Boost Your Productivity

Streamline your day with these simple suggestions. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not...
Copycat Panera Squash Soup

Copycat Panera Squash Soup

Ingredients 1 tablespoon extra virgin olive oil 1 small yellow onion, diced (about 3/4 cup) 2 pounds chopped butternut squash (about 6 heaping cups) 3 small carrots, chopped (about 1 cup) 3-4 cups vegetable broth 2 cups apple cider or apple juice (do NOT use apple...