John McCaffery

John McCaffery

Proactive planning and investment approach to prepare for a secure retirement Therefore, a response to a request for information may be delayed.

Services- Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management.
1.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the US are subject to the sec

Maintaining income after retirement 30/08/2024

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

Infographic: Debunking Social Security myths 02/08/2024

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

Infographic: Debunking Social Security myths raymondjames.com

Crafting a retirement that evolves with you 01/08/2024

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement.

Crafting a retirement that evolves with you raymondjames.com

10 common scams and how to avoid them 31/07/2024

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

Will the sun set on generous estate and gift tax exemptions in 2026? 27/06/2024

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

Weekly Headings Snapshot: June 21, 2024 26/06/2024

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

Leveraging a non-occupant co-borrower to buy a home 25/06/2024

Do your kids need help buying a home? If they fall short of lender standards, learn how you can help them qualify for a loan as a non-occupant co-borrower.

Leveraging a non-occupant co-borrower to buy a home www.raymondjames.com

Trusteed IRA: Where retirement and estate planning meet 24/06/2024

For those who want to add control, confidence and continuity to their retirement and estate plans, setting up a trusteed IRA may be beneficial. Learn more:

Trusteed IRA: Where retirement and estate planning meet www.raymondjames.com

GSTs leapfrog a generation to offer estate tax advantages 20/06/2024

Passing on your estate and your family legacy requires careful consideration. Learn about generation-skipping trusts to determine if it's the right estate planning tool for you:

GSTs leapfrog a generation to offer estate tax advantages www.raymondjames.com

19/06/2024

As we approach World Elder Abuse Awareness Day (WEAAD), we would like to prioritize our focus on older persons during emergencies and the unique challenges these individuals encounter. Defined as an intentional or negligent act that causes harm or serious risk of harm to an older adult, elder abuse can include physical, psychological, and sexual abuse; financial exploitation; and neglect and abandonment. According to the FBI, in 2023, over 101,000 victims aged 60 and over reported elder fraud. Join us in raising awareness of this crime.

Elder Fraud, in Focus | Federal Bureau of Investigation www.fbi.gov

18/06/2024

Caregivers, whether family members or professionals, tasked with providing you with exceptional care can also be affected by consequences, such as financial implications that create a cycle of stress affecting both the caregiver and the person in need of care. Long-term care planning is vital to prioritizing you and your family's well-being. Let's work together to create a plan for your future.

Foster financial literacy and family values 17/06/2024

Timing discussions around money while clearly communicating your financial values with heirs can be tricky. Explore a range of insights to get the conversation started with your heirs:

Foster financial literacy and family values www.raymondjames.com

Preparing for your future with long-term care insurance 14/06/2024

Living longer comes with more financial planning considerations – for example, the probability that you might require long-term care. Long-term care insurance can help you prepare. Learn about your options:

Preparing for your future with long-term care insurance www.raymondjames.com

Buckle up and pare down: Shed the excess clutter 13/06/2024

If it feels like your objects own you, and not the other way around, review these tips to free yourself. You might be surprised at how letting go of the past makes way for the future you've pictured for yourself.

Buckle up and pare down: Shed the excess clutter www.raymondjames.com

No surprise as interest rates hold steady at June FOMC meeting 13/06/2024

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

The pledged-securities mortgage explained 10/06/2024

Imagine purchasing a home without having to touch your savings or disrupt your investment strategy. If you have an investment account, you could be eligible for a pledged-securities mortgage. Learn more:

The pledged-securities mortgage explained www.raymondjames.com

How cyber savvy are you? 07/06/2024

How cyber savvy are you? No matter where you rank, learn how to defend yourself and safeguard your assets:

How cyber savvy are you? www.raymondjames.com

Estate Planning For Singles 06/06/2024

Being single doesn't make estate planning any less important. Find out what steps you should be taking and why.

Estate Planning For Singles www.kiplinger.com

Is a niche retirement community right for you? 05/06/2024

Are you an artist? A yogi? An avid RV-er?

Whatever your passion, there's a niche retirement community dedicated to it. Learn about this growing trend and find out if it might be right for you.

Is a niche retirement community right for you? www.raymondjames.com

Tax-advantaged accounts: A powerful addition to your financial plan 04/06/2024

A tax-advantaged account offers certain tax benefits to encourage saving and investing for specific purposes, such as retirement, education or healthcare. Find out how to improve the tax-efficiency of your financial plan.

Tax-advantaged accounts: A powerful addition to your financial plan www.raymondjames.com

Saving for K-12 education with a 529 plan 04/06/2024

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

Saving for K-12 education with a 529 plan www.raymondjames.com

4 priceless money lessons for kids 04/06/2024

In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens.

4 priceless money lessons for kids www.raymondjames.com

29/05/2024

Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there.

www.raymondjamesconnect.com

More retirees crossing state lines – here's where they're going 28/05/2024

Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there.

More retirees crossing state lines – here's where they're going www.raymondjames.com

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