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 to file their returns, let’s take a look at what we should be thinking about for tax season and beyond.
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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 technological safeguards to employee policies and operating procedures, we maintain constant vigilance where your privacy is concerned.
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Take a look at how your retirement benefits can replace your workplace paycheck.
January 30, 2019
Retirement may evoke thoughts of long, relaxing days and free afternoons with your grandchildren. But while this period of unstructured time can be sweet and easy, it also requires doing your due diligence to prepare for a myriad of more practical changes. While you’re planning your retirement, you’ll need to address how your retirement benefits will compensate for your workplace ones. Doing so could help preserve your retirement fund and offer you something more precious than money: security and comfort.
By collaborating with your financial advisor, you can establish strategies to pay for essentials such as healthcare as well as determine income-generating methods to cover your paycheck in retirement. Here are a few topics you’ll want to cover.
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Read the weekly economic commentary from Chief Economist Scott Brown.
January 4, 2019
Financial market volatility remained elevated in the first few days of 2019, but it’s much more palatable when it is to the upside. Market participants remained concerned about a number of issues (global growth, trade policy, dysfunction in Washington), and fear remains a key factor in the outlook. Whether that fear abates or intensifies will tell the tale.
The employment report is composed of two separate surveys. The establishment survey (which covers 149,000 businesses and about 651,000 individual worksites) generates estimates of payrolls, wages, and hours. The household survey (of some 60,000 eligible households) yields reasonable estimates of the unemployment rate and labor force participation but terrible estimates of the monthly level of employment. The establishment survey covers the pay period that includes the 12th of the month (which can vary from firm to firm). The household survey is taken during the week of the 12th. The December Employment Report included annual benchmark revisions to the household survey data, but this was a very mild revision. The annual benchmark revisions to the establishment survey data (which ties the payroll estimate to actual payroll tax receipts) will be released next month, but early indications from the Bureau of Labor Statistics suggest that this will be a relatively modest revision.
Larry Adam, CFA, CIMA, CFP, Chief Investment Officer, PCG
Why have the markets been so volatile lately? Chief Investment Officer Larry Adam shares his thoughts about the recent market activity.
December 10, 2018
Times of market volatility often bring feelings of apprehension and uncertainty which makes it all the more important to take stock of the underlying market data. The below piece from our Chief Investment Officer Larry Adam does just that.
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These versatile savings accounts might be the estate planning vehicle you need to learn about.
August 29, 2018
Sure, most of us associate 529 accounts as college-saving vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?
At J Singleton Financial, located in Jackson, Wyoming, our team provides our clients the information they may need to choose the most suitable investment products and services for their specific financial needs, including asset management, retirement plans, trust services, managed accounts, 401(k) plans, life insurance and more.
J Singleton Financial
170 E Broadway Suite 100D
P.O. Box 508
Jackson, WY 83001