Frazier Allen Financial Advisor

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning.

Your year-end tax planning checklist raymondjames.com

Happy Labor Day! Wishing you and your family a relaxing holiday.

Our office and the markets are closed today.

Surrounding yourself with the right professionals to help plan your finances is vital. Here are some of the key players to seek out when building your team of professionals.

Assembling your wealth planning team raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 23, 2024 www.raymondjames.com

Giving offers a sense of fulfillment, but how can you maximize your giving for the long term? Learn more about the different types of endowments and how they can help you make a lasting impact.

Understanding the types of endowments raymondjames.com

Just because you've reached retirement doesn't mean the potential for earning stops. Learn more about how you can turn your retirement funds into retirement income.

Maintaining income after retirement raymondjames.com

We moved Bella in for her junior year at Samford University this past weekend. The ride back to Clarksville is always quiet as we reflect on memories and count our blessings. There's no better investment as a parent than spending time with your kids.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 16, 2024 www.raymondjames.com

The stock market is back in rally-mode this morning thanks to a major semiconductor company's much better than expected earnings results, sending shares sharply higher ahead of the open. Read more in the Morning Brew.

Morning Brew: February 22, 2024 www.raymondjames.com

If you're a doctor, board member or an owner of a closely held business who wants assets protected from lawsuits and estate taxes, domestic asset protection trusts are a way for you to move money out of the estate and still be able to access it, Shenkman says

13 Smart Estate Planning Moves kiplinger.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 9, 2024 www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 2, 2024 www.raymondjames.com

As technology has advanced and brought new capabilities, so have the methods employed by scammers. Check out these common scams – and how to avoid them.

10 common scams and how to avoid them raymondjames.com

Honored to be awarded with membership to Raymond James Executive Club II* for the 8th consecutive year!

*2023 membership for Raymond James Financial Services advisors is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, it is not an endorsement and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: July 26, 2024 www.raymondjames.com

Frazier Allen recognized by Raymond James with membership in Executive Club II - ClarksvilleNow.com clarksvillenow.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: July 19, 2024 www.raymondjames.com

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Infographic: Debunking Social Security myths raymondjames.com

Demographic trends pose challenges for Social Security, and its reserves are projected to deplete by 2035. Without intervention, future retirees may face reduced benefits by an estimated 23%. Learn more about Congress's potential solutions.

Social Security's uncertain future? raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: July 12, 2024 www.raymondjames.com

Wishing everyone a spectacular Fourth of July filled with family, fireworks, and gratitude for our freedom.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: June 28, 2024 www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: June 21, 2024 www.raymondjames.com

Happy Father's Day! Wishing you all a day filled with joy and appreciation.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: June 14, 2024 www.raymondjames.com

High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by half. Read why now may be a good time to review your estate and gifting plans.

Will the sun set on generous estate and gift tax exemptions in 2026? www.raymondjames.com

For the seventh consecutive FOMC meeting, the Federal Reserve (Fed) elected to hold interest rates steady, while the Fed's updated projection shows the likelihood of one rate cut by the end of 2024.

No surprise as interest rates hold steady at June FOMC meeting www.raymondjames.com

Want your children to learn life skills that will make them confident, resilient adults? You can teach them about business early. Here are four ways:

Four ways to teach your kids about business www.raymondjames.com