Entries by Angela.Cook@raymondjames.com

Double-Check Before Filing Your IRS Return

It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties. March 6, 2018 It’s tax time. And as you work with your advisor or tax preparer to maximize your refund, or at least minimize what you owe, keep in mind […]

Benefit from Your Birthdays

The road to and through retirement is dotted with time-sensitive financial planning milestones. January 23, 2018 Not all birthdays are about a driver’s license, getting to vote or toasting with a glass of wine. Some are important to your comfort in retirement, too. No matter who you are, the years leading up to and during […]

Done Deal: Tax Bill Takes Effect

Ed Mills, Washington Policy Analyst, breaks down the major components of the new tax legislation. January 11, 2018 The tax bill lowering the corporate tax rate and making a number of adjustments to the individual tax code was signed into law on December 22, 2017. The final tax bill sets a corporate tax rate of […]

Done Deal: Tax Reform Passes Congress

Ed Mills, Washington Policy Analyst, breaks down the major components of the newly approved tax legislation. December 20, 2017 The tax reform bill lowering the corporate tax rate and making a number of adjustments to the individual tax code has been approved by Congress and is set to become law. The final tax bill sets […]

What’s the Best Age to Claim Social Security?

By blogger, csquires ‎November 14, 2017 04:48 AM Congress has cut back some of the loopholes married couples once used to enhance their lifetime household Social Security benefits, restricting it to a dwindling pool of near-retirees. But that doesn’t mean claiming your Social Security benefits is a no-brainer. By understanding how Social Security benefits and spousal […]