The Anania Group of Raymond James

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: September 20, 2024 www.raymondjames.com

While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it's a good idea to schedule a meeting with your financial advisor and tax professional as well.

A business owner's guide to year-end tax planning raymondjames.com

Choosing to work with a financial advisor can make a positive difference in your life and for the next generations of your family. The support of a professional advisor can help you navigate your most complex financial needs while freeing you to spend time on the things and the people that matter most to you.

Why work with a financial advisor? raymondjames.com

Philanthropic wishes shouldn't just be a topic of conversation as it pertains to estate planning. Explore how to make a lasting difference with your wealth – now and in the future.

Giving it all away 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: September 13, 2024 www.raymondjames.com

On this day, let us honor the lives lost and their families, and remember the heroes who responded. May their sacrifice never be forgotten.

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: September 6, 2024 www.raymondjames.com

Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally:

What time is the right time for retirement? raymondjames.com

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

We hope you have a wonderful Labor Day! Our office and the market will be closed Monday, September 2.

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

With financial stress driving down overall physical health, and poor physical health increasing financial stress with medical expenses, the combination could hurt an employee's production at work. Learn how you can help your employees.

Healthy, wealthy and wise 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

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

New technologies can make life easier and more convenient in a lot of ways. But they can also complicate your estate. Find out how you can ensure the technology that helps you now doesn't get in the way of your heirs:

Estate planning complexity with the rise of new technologies raymondjames.com

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

Debt can seem like something you should have as little of as possible, but for the savvy investor it can also be a tool for creating and preserving wealth. Find out how.

Why the 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 16, 2024 www.raymondjames.com

When it comes to one's educational journey, choosing a major is no small task. Understanding the most sought-after industries among university students can offer insight into career paths that promise enduring success and financial security.

Infographic: College majors for bright futures and lucrative careers raymondjames.com

With the cost of higher education continuing to rise year after year, it may be wise to start saving early. Discover five popular savings vehicles that can help fund education for your loved ones.

The five most popular methods for funding education raymondjames.com

When your business is a solo act, figuring out the right way to save for retirement can be tricky. Find out how an owner-only 401(k) plan can give you the flexibility you need to meet your retirement goals.

Is your business a solo show? Learn about owner-only 401(k) plans raymondjames.com

The art of giving what you can't take with you: Explore the ways you can plan for the future of a valuable collection today.

The art of giving what you can't take with you 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 9, 2024 www.raymondjames.com

An expected or unexpected increase in wealth can bring both joys and challenges. Explore what it takes to navigate a significant wealth event.

Mastering a significant wealth event raymondjames.com

Planning for retirement? The current recommended age to plan retirement savings is 95 years old which may seem high, but it's crucial to consider longevity risks. With 95% of retirees having at least one chronic condition, personalized planning based on health status is key. Ensure your savings align with your unique needs and goals.

Retirement Planning, Longevity & Health: Does it Make Sense to Plan to 95? prnewswire.com

Passionate about being a force for good in your community through giving? Starting a corporate donor advised fund can give you an easier way to make a greater impact and offers immediate tax benefits. Learn more about donor advised funds and their benefits.

Enhance your corporate giving strategy with a donor advised fund 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

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

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