Business Succession Planning
When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to...
5 CONSIDERATIONS FOR YOUR SOCIAL SECURITY STRATEGY
As you prepare to start claiming benefits, be sure to ask yourself these questions. This year, about 67 million Americans will receive over one trillion dollars in Social Security benefits. If you’re planning to join that total and claim your benefits, timing,...
![NAVIGATING MEDICARE [INFOGRAPHIC]](https://pwmcg.com/wp-content/uploads/2023/12/NAVIGATING-MEDICARE-400x250.png)
NAVIGATING MEDICARE [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
RETIREE IN TRAINING
Practice makes perfect when it comes to retirement. Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most of us really look forward to the idea of well-deserved, unstructured free time. A time to do exactly what we please when we please –...
THE PSYCHOLOGICAL SIDE OF SPENDING YOUR RETIREMENT SAVINGS
ement & Longevity // Article // Share FacebookTwitterLinkedInEmail Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement. For years, you’ve been saving...
OVER TIME, MARKETS HAVE PROVED POSITIVE AND RESILIENT
When markets react, consider a broader historical perspective before changing your financial course. Market volatility can often trigger emotional responses in investors, responses that can impact judgment and potentially affect long-term plans. These periods of...
HOW TO HELP MITIGATE THE NEGATIVE IMPACTS OF MARKET SWINGS
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs. Market volatility is an inevitable part of investing. And, understandably, that tumultuous times will likely trigger emotional responses...
![12 WISHES FOR THE NEW YEAR [INFOGRAPHIC]](https://pwmcg.com/wp-content/uploads/2023/12/12Wishes-400x250.png)
12 WISHES FOR THE NEW YEAR [INFOGRAPHIC]
What’s on the market’s wish list for 2024? Raymond James CIO Larry Adam provides a festive perspective.
FED CLOSES 2023 FOMC MEETING SLATE WITH NO RATE HIKES
A tentative timeline toward rate cuts in 2024 was revealed in the updated Summary of Economic Projections. The Federal Reserve (Fed) elected to not raise the federal funds rate at the December 2023 Federal Open Market Committee (FOMC) meeting. It is the third...
WHICH EDUCATION EXPENSES ARE CONSIDERED QUALIFIED?
Learn more about what the savings in a 529 plan can help pay for. 529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified...