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From the Desk of Todd Wike

From the Desk of Todd Wike

Happy Holidays from all of us at PFG! I hope this message finds you and your loved ones healthy and happy. As I reflect on the ups and downs of 2020, I am definitely looking forward to “getting back on track” in 2021. I look forward to meeting with you soon –...
All We Want for New Year’s

All We Want for New Year’s

What’s on the market’s wish list for 2021? Raymond James CIO Larry Adam provides a festive perspective. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor some of the listed websites...
12 Financial Resolutions for 2021

12 Financial Resolutions for 2021

Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on your financial well-being? Here are 12 resolutions that can help ensure...
“No Kids” Shouldn’t Mean “No Estate Plan”

“No Kids” Shouldn’t Mean “No Estate Plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend. Estate planning can sometimes feel overwhelming, and those without children or close family members may be...
This SECURE Act Provision May Impact Your Year-End Planning

This SECURE Act Provision May Impact Your Year-End Planning

Prevent tax bracket creep among IRA beneficiaries with these three considerations. When the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed, the headlines read: So Long, Stretch. Savers had long bequeathed hefty IRA balances to much younger...
White Christmas Mojito

White Christmas Mojito

This White Christmas Mojito looks as gorgeous as it tastes. It comes out pure white, and the pomegranate arils look like holly berries against snow. Ingredients: ½ lime 6-8 mint leaves 1 tbsp sugar 1 oz Bacardi Silver Rum ½ oz Malibu Rum ¼ cup coconut milk canned club...