Legacy Financial Planning

01/09/2023

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01/05/2023

The 2023 COLA increase might be a double-edged sword for some, as it could be enough to trigger undesirable tax implications and other financial considerations. Confirm whether this could have any potential negative impact to your benefits eligibility:

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01/04/2023

The SECURE Act 2.0 legislation builds on previous retirement savings changes and contains provisions that further raise the RMD age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities. Read more here:

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01/02/2023

As we break into 2023, it's a great time to hit the "reset" button and get organized for the new year. Here are some key market dates and timely reminders for the season:

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01/01/2023

Be smart about your bond exposure in 2023. Learn more.

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12/31/2022

12/29/2022

Do you have a backup plan when it comes to your retirement? Here's how to pivot with grace should plans go adrift:

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12/28/2022

If a significant portion of your investable assets is tied up in one stock position, it may be time for a conversation about relevant risks and mitigation tactics. Don't hesitate to reach out if you'd like to discuss.

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12/27/2022

CIO Larry Adam shares the Investment Strategy team's market-focused wishes for the new year. https://www.raymondjamesconnect.com/agGiW9

12/27/2022

Thinking about your life years – or decades – from now can be daunting, but we're here to help. A conversation with your financial advisor can bring clarity and empower you to visualize your future.

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