Randall Hord, Raincross Financial Partners

04/04/2026

Integrating tax planning into estate strategies
Estate planning decisions can have significant tax implications, and integrating tax planning into estate strategies is crucial for optimizing outcomes, write Paul Buckle and Paul Kisielewski. Regularly reviewing beneficiary designations and adapting estate plans to evolving tax laws can help mitigate unexpected tax burdens for heirs, they write.

kiplinger.com

04/02/2026

Balancing retirement spending with leaving an inheritance: Advisors weigh in on a case involving a retiree who wants to travel and enjoy retirement savings, while his wife is concerned about spending money that could be an inheritance for their grandchildren.

kiplinger.com

04/02/2026

A purpose-driven approach to retirement:

Nearing Retirement? Why 'Refirement' Is a Better Philosophy! Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.

kiplinger.com

04/01/2026

Fix Your Mix: How to Derisk Your Portfolio Before Retirement. In the run-up to retirement, your asset allocation needs to match your risk tolerance without eliminating potential for growth. Here's how to find the right mix.

kiplinger.com

03/31/2026

I Thought My Retirement Was Set — Until I Answered These 3 Questions. Three deceptively simple questions can reshape how you think about retirement and the life you still want to live.

kiplinger.com

03/28/2026

How to Avoid IRS Pitfalls When Borrowing From Yourself

thinkadvisor.com

03/24/2026

Tips for business owners to prepare for future exit

Entrepreneurs can prepare for a business exit from the start, with financial planner Jamie Carroll advising business owners to maintain transparent financials, align legal structures with personal goals, scale the business independently of the founder, protect intellectual property and plan for long-term objectives.

kiplinger.com

03/14/2026

Expert offers retirement savings tips for young adults. Read more here

kiplinger.com

03/13/2026

Q&A with Investment Strategy: As Iran Conflict Continues, Volatility Is Up https://www.raymondjamesconnect.com/a25MCH

03/11/2026

Roth conversions still shine after tax law changes

raymondjames.com

03/11/2026

The Iran conflict's impact on oil prices

raymondjames.com

03/10/2026

Life-changing events change your taxes, too

raymondjames.com