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As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
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Retirement & Longevity

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

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Business Ownership
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
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Family & Lifestyle

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

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Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile.
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Economy & Policy
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Streamline planning for the future by getting organized.
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Family & Lifestyle
Raymond James Chief Investment Officer Larry Adam reminds investors to avoid overreacting and making significant portfolio changes based on headlines.
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Markets & Investing
Learn about a few simple things you can do to protect your personal information while you travel.
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Technology & Innovation

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