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September 29, 2021

Your Year-End To-Do List

by: Darren Brennan, CFP®, CRPC®

The big guy in the red suit isn’t the only one who should be making a list and checking it twice. With less than 100 days left in the year,...

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September 15, 2021

Spend or Save? Using the Child Tax Credit

by: Jen Verscheure

In March 2021, The American Rescue Plan1 (a $1.9 trillion stimulus package) was passed into law and one of the significant changes it included was...

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February 13, 2020

Counting on Emotion: Tax Season Fraud

by: Danielle Howard

As tax season rolls around, it’s best to be aware of fraud trends that crop up during this time. This appears to be an especially popular time for...

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February 3, 2020

Finding Your Tax Documents

by: Danielle Howard

Gathering all of your paperwork to do your taxes can be a daunting task. Did you know the quickest way to get your tax forms from Raymond James is...

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October 25, 2019

Housekeeping: December 20, 2019 Deadline

by: Shawn Reszczyk

Mark your calendars! If you are planning to make a contribution or take a distribution from one of your accounts for the calendar year 2019 tax...

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February 14, 2018

Understanding The New Tax Reform with Jim Kruzan

by: Jim Kruzan, CFP®, CRPC®

By now, the new Tax Cut and Jobs Act has been rolled out and many of you may be wondering how you might be affected. In an effort to help clarify the...

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