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Can homeschooling and a full-time job co-exist?

Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.

Family & Lifestyle

Unexpected tax bill? Avoid compromising your long-term plan

Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.

Tax Planning

The dual benefits of non-cash donations

Maximize your philanthropic mission and minimize taxes.

Estate & Giving

Have you hired the right tax accountant?

Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.

Tax Planning

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

Retirement & Longevity

529s are more than a college savings tool

These versatile savings accounts are a powerful estate planning vehicle.

Estate & Giving

Life-changing events change your taxes, too

Review how six major life events can impact your federal return..

Tax Planning

Despite recent volatility, we maintain our constructive outlook

3/7/2025

Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.

Markets & Investing

Choosing the right charitable giving vehicle for your goals

Understand the differences between giving vehicles.

Estate & Giving

Mitigating surtaxes faced by high-income earners

Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.

Tax Planning

Strategies for keeping your beloved home within the family

Preserving your property across generations takes thoughtful planning and open communication.

Estate & Giving

Are you ready?

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