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.
https://jsingletonfinancial.com/wp-content/uploads/2020/01/Tax-Season.jpg3601110Kiley Perkinshttps://jsingletonfinancial.com/wp-content/uploads/2017/05/JSingletonBlack.pngKiley Perkins2020-01-10 10:00:512020-01-09 07:45:02Laying the Groundwork for Tax Season
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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We at J SINGLETON FINANCIAL focus the majority of our time on giving thoughtful financial advice to our clients. However, from time to time we find ourselves sourcing additional ways that we can have an impact in our community. We do not claim to be musical geniuses, but this past week our office got […]
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.
https://jsingletonfinancial.com/wp-content/uploads/2019/02/3702_l.jpg300950Hadyn.Peery@raymondjames.comhttps://jsingletonfinancial.com/wp-content/uploads/2017/05/JSingletonBlack.pngHadyn.Peery@raymondjames.com2019-02-05 09:17:532019-08-21 13:20:21Sorting Through the Benefits of Retirement
Over this past weekend, Judy had the pleasure of spending time with Mary (Cece) Florence born to Adam and Emily Janak. Cece is already rocking her Raymond James swag and will be our future graduate. Welcome to the world Cece and congratulations to Emily & Adam!!!
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J Singleton Financial would like to share with you an interview Judy had the pleasure of doing with Stephan Abrams for The Jackson Hole Connection, a podcast created and inspired by the many stories of the wildly interesting folks connected to Jackson Hole.
Below is a brief description of Judy’s interview with Stephan.
“In this week’s episode of the Jackson Hole Connection, Stephan visits Judy Singleton. Judy is a entrepreneur, financial planner, world traveler, and a former Yellowstone Parkie. Judy started visiting Jackson Hole on family road trips in the 50s. At the advice of her sister, Judy’s first solo experience out in Wyoming was working a summer in Yellowstone at the Snow Lodge in 1971. In 1984 after opening a successful candy and nut shop in Alabama, Judy decided to take her business up to Teton Village.
Stephan and Judy talk about ambition, hitch hiking, being a Parkie, opening a business, traveling by train, surviving in Jackson Hole, learning new skills, and what motivated Judy to become a financial planner.”
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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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Learn more about how savings contributions affect your student’s financial aid eligibility.
September 5, 2018
As you save for a child’s or grandchild’s future education, you might wonder what impact that saving will have on their chances of qualifying for financial aid. There are several types of financial aid (federal, state and institutional), but federal aid is the most widely dispersed and is based solely on financial need.
https://jsingletonfinancial.com/wp-content/uploads/2018/09/College-Savings.jpg300950Hadyn.Peery@raymondjames.comhttps://jsingletonfinancial.com/wp-content/uploads/2017/05/JSingletonBlack.pngHadyn.Peery@raymondjames.com2018-09-14 08:20:532019-08-21 13:26:22How Do College Savings Affect Aid Eligibility?
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