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September 14th, 2017 |

T+2 settlement cycle

Effective September 5 the standard settlement cycle is two business days for most securities transactions; including but not limited to trades for stocks,…

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June 8th, 2017 |

Investor Access mobile check deposit

Here is another piece of technology that will help to save you time and money, the Raymond James Mobile Check Deposit App.

I use…

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March 3rd, 2017 |

2017 income tax deadline and IRA contributions

April 18th is fast approaching!   That’s right; the deadline again this year is April 18th.  The reason for the later date is that…

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December 9th, 2016 |

Happy spending

If you are 70 ½ years of age and have a Retirement account, or an employer-sponsored retirement plan you are subject to withdraw…

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September 2nd, 2016 |

When you and your spouse see retirement differently

My husband has been retired since 2013 and enjoys spending time doing the things he enjoys.  He’s a handyman at heart and has…

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February 17th, 2016 |

2016 income tax deadlines and IRA contributions

April 18th is fast-approaching. That’s right—this year your tax deadline is April 18th; not the 15th. The reason for this is that Washington…

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November 24th, 2015 |

Happy Holiday shopping

If you are 70 1/2 years of age and have a Retirement account, or an employer-sponsored retirement plan you are subject to withdraw…

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September 14th, 2015 |

To flu or not to flu

I don’t know about you but the last time I did NOT get a flu shot turned into the worst fall/winter I have…

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July 7th, 2015 |

Back in 1946…

Since I just had a birthday, I took some time to look at what was going on in 1946. These are just a…

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