Creating Wealth
Home, Sweet Home(s): Investing in Real Estate
In his celebrated 1822 song, Home, Sweet Home, playwright John Howard Payne profoundly and firmly holds his own home as a more revered spot than a royal palace (even if the said home is a “lowly thatched cottage”). While you may not know Payne by name, you’ll undoubtedly be aware of his brilliant and imperishable…
Read MoreThe Essential Checklist for Selling Your Business
Congratulations! The due diligence is done, and you and the buyer are satisfied with the deal. You’re getting ready to schedule a closing date where you and the buyer, along with your advisors and other professionals, will dot the i’s and cross the t’s. So what should you expect before crossing the finish line? Be…
Read More7 Critical Reasons a Financial Partner is the Key to Growth for Your Small Business
“Most small business owners decide to start a business because they love what they do. Typically, what they love doesn’t have anything to do with business tax structure, employee benefits, or employer regulations. I happen to love doing the things most business owners hate.” says Jon Tait, Senior Wealth Advisor Starting, running, and growing a…
Read MoreA Crisis Is A Terrible Thing to Waste
I’ve been reading a book called, “The Road Less Stupid” by Keith J. Cunningham and the title of this blog is taken from one of his chapters. When I turned the page and saw those words, I had to stop for a minute to process how the words made me feel. I don’t like the…
Read More6 Ways to Navigate Your Next Salary Negotiation with Ease
Salary negotiations can feel stressful. For many people, the idea of barging into a manager’s office and demanding a raise inspires a wide range of conflicting emotions, from fear to hope and everything in between. While many workers would like (or need) to take this step to continue feeling valued in their careers, the fact…
Read MoreWhy Not You? Why Not Now? Stop Settling and Start Living Your Signature Life
It was another cold morning in December. I drove down Irby Street on my way to work at a local middle school, for what must’ve been the 80th time. This time though, something was different. As I passed by Roses department store, I realized I could probably make as much money stocking shelves as…
Read MoreThe SECURE Act and You: 6 Ways It Impacts the Individual Investor
We believe it’s of critical importance that you stay informed of any key changes that may affect your retirement and estate planning – in easy-to-understand language. In alignment with this belief, please feel welcome to review the following information on the SECURE Act, passed in December of 2019. The SECURE Act is a piece…
Read MoreTax Season 2019 Is Here: This Is What You Need to Know
January not only marks the beginning of a new year (or sometimes even a whole new decade), but also starts a season of feverish paperwork gathering and appointment setting in preparation for the quickly approaching tax filing deadlines. Curious what the markets have been up to so far this year? Please feel welcome to…
Read MoreAvoid These 4 Financial Planning Pitfalls To Step It Up
Financial success is all about intention and, you guessed it, planning. All too often, people simply do not give enough consideration to not only create an initial vision and plan but ensuring to revise that vision and strategy as their lives evolve. When it comes to your plans for the financial future, what -is-…
Read More11 Things to Know A Raymond James Donor-Advised Fund
What is a Raymond James Donor-Advised Fund, and why should you learn more about it as we head into the holidays and the most charitable time of the year? It’s important to do your research and know your options when it comes to making donations. Giving to different charities may be a top priority for…
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