Dear Valued Clients and Friends, We are pleased to announce a new addition to our staff, Meredith Gobbi. She will be replacing Sara Westrick as our new Office Manager and Marketing Coordinator. Meredith will be starting at the beginning of March and will provide the...
Sometimes savings can be easier to find if you know where to look. Beyond the generic advice of “saving more,” these nuanced strategies can help your cash flow. Here are some tips: 1. Find your match. Take advantage of employer matching so you don’t leave money on the...
A longer lifespan means more years to enjoy the fruits of your labor. But have you planned for all that a longer retirement can mean? Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse,...
One measly dollar can have more impact than you’d think—especially during tax season. Not only can an extra dollar of income push you into the next highest tax bracket (thankfully, with a progressive tax system, only those excess dollars will be subject to the higher...
Share these fundamental concepts with young emerging investors. We celebrate our lives in milestones. Ages and stages. Once we hit that thrilling number 18 signifying that we’re officially adults, the amount of freedom we feel becomes commensurate with the...
From the Martha Stewart Test Kitchen! These Irish Soda Scones pack the hallmarks of our favorite St. Patrick’s Day bread—loads of currants and caraway seeds—into a single serving with a light, fluffy texture. Just mix, scoop, bake, and enjoy with a spot of tea....
