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5 Things to Do When You Retire

5 Things to Do When You Retire

During my tenure as a Financial Advisor, I have had the privilege of seeing many clients enter into retirement. It has been interesting to hear them share their stories of what now occupies their time and the joys and pains that come with that…

Retirement Reinvented

Retirement Reinvented

It’s estimated that 10,000 baby boomers reach retirement age every day. While age may be a commonality among this group, how they choose to spend their free time may be quite different. Certainly, some retirees stick to the traditional archetypes: The Leisure Lover who naps, reads and…

Retirement Questions Your Kids Haven’t Asked But Should

Retirement Questions Your Kids Haven’t Asked But Should

Retirement seems to be the reward for decades of success. But just like building a career, saving for retirement takes work and dedication. What lessons have you learned as you and your advisor planned how you’ll fund 20 to 30 years of retirement? What do’s and don’ts would you share with…

Now Or Later?

Now Or Later?

Tell us if you’ve heard this before. File for Social Security as late as possible. Sound familiar? That’s because conventional wisdom and a little bit of math tell us that waiting at least until full retirement age (between 66 and 67, depending on when you were born) will net a larger monthly payout than…

A Blind Date With A Destination

A Blind Date With A Destination

It’s a warm spring morning, and the sounds of the lush forest ahead are temporarily drowned out by the whirring blades of the helicopter you’re in. Moments later, you’re enveloped in that moss-covered grove, carrying backpacking equipment and a singular thought: I have no earthly idea…

12 Questions To Ask At Thanksgiving

12 Questions To Ask At Thanksgiving

Every family has a colorful history, lessons learned, wisdom waiting to be shared- the things that make your family uniquely yours. Your stories, traditions, beliefs and values need not be taken to the grave…

Your Life, Your Legacy

Your Life, Your Legacy

Life flies by, seemingly stuck on fast forward. Your first bike. Your first crush. Your first child. All in a blink of an eye. Imagine, instead, purposefully slowing things down, in order to live thoughtfully, deliberately, with intention. Take a moment to refocus on the important things in life creates room…

Giving While Living

Giving While Living

For one retiree, helping her daughter cover the cost of adoption brought them all immense joy. For siblings whose family has a history of heart disease, a gift to the American Heart Association in honor of their late father gave them hope for a better, healthier future…

X-Ray Your Investments

X-Ray Your Investments

There are hundreds, thousands of investment possibilities. The landscape is as vast and diverse as investors themselves, with opportunities for just about anyone. But not everyone. What we mean is that not every investment is right for every investor, and it takes a discerning eye and robust due…

BIG Milestones, BIG Plans

BIG Milestones, BIG Plans

Life moves pretty fast. One minute you’re graduating; the next you’re managing a team of five (some older and more experienced), unsure if your master’s degree truly prepared you for what comes next. Fast forward 10 years, and you find you’re not only prepared, but thriving. You’ve got…

Capital Investment Services, LLC., and Hutchinson Traylor are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc.

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