Resources Curated for You
There is an endless amount of information to consume about investing and planning for retirement. We have put together a collection of incredible insights for you to learn everything you need, in order to have confidence in your financial future.
BLOG
So, You’re Turning 65…What’s Next?
Do you have questions concerning your benefits when you retire? Let us uncover the A, B, and D’s of Medicare Health Care Coverage, as well as an explanation of Social Security Benefits…
Building Wealth through Systematic Investing
Make no mistake about it, building wealth is the primary goal. Clients tend to focus on accumulating pools of money each for a specific purpose when in reality it is all about building wealth by growing overall net worth. It is important for investors to use a variety of account types in an effort to better prepare for life events whether it be a blessing or a storm….
Everything a Millennial Needs to Know About Their New 401(k)
The old saying, “Don’t put off until tomorrow what you can do today,” is very true for participating in a company sponsored 401(k). The most important thing that millennials have is time. Investing over time allows you to take advantage of what Albert Einstein called “the 8th wonder of the world”…
Papa Charlie’s Soup
To make a regular 8 quart pot: Fill your pot ¾ full with beef broth (depending on pot size, this may be 5 boxes of beef broth) or you can use water and beef bouillon cubes as directed) Add one stick of butter and bring to a boil. As you finish each of the following ingredients, add them to the boiling water: 1.5 pounds of lean ground beef, browned and drained of any fat 1 yellow onion, peeled and chopped fine Bag of regular carrots, washed, peeled and diced…
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
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 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?
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
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…
COMMENTARY AND INSIGHTS
PODCAST
Financial Discipline
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Advisors, Inc. Capital Investment Services, LLC and investingsimply are not registered broker/dealers and are independent of Raymond James Financial Services. Any opinions are those of the speaker and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
VIDEOS
Financial Planning
Financial Discipline
WORTHWHILE MAGAZINE
