Entries by Kiley Perkins

6 Key SECURE Act Takeaways for Individual Investors

January 23, 2020 Review key changes that may affect your retirement and estate planning. Passed in December, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has wide-reaching impacts on retirement savings and estate planning for many Americans. Review some of the new law’s key components below. Your advisor can help provide […]

Laying the Groundwork for Tax Season

January 10, 2020 Smart moves at the beginning of tax season can help get your financial house in order. Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be incorporated throughout the year. As Americans prepare […]

How Raymond James Protects Your Privacy

January 9, 2020 At Raymond James, we recognize the trust you place in us when you disclose personal information. Maintaining that trust by ensuring that your information is secure is core to our business. Raymond James has a dedicated Privacy Office committed to the privacy and protection of your personal information entrusted to us. From […]