September 14th, 2017 | Judy Chambers

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,…
September 14th, 2017 | Judy Chambers
Effective September 5 the standard settlement cycle is two business days for most securities transactions; including but not limited to trades for stocks,…
June 8th, 2017 | Judy Chambers
Here is another piece of technology that will help to save you time and money, the Raymond James Mobile Check Deposit App.
I use…
March 3rd, 2017 | Judy Chambers
April 18th is fast approaching! That’s right; the deadline again this year is April 18th. The reason for the later date is that…
December 9th, 2016 | Judy Chambers
If you are 70 ½ years of age and have a Retirement account, or an employer-sponsored retirement plan you are subject to withdraw…
September 2nd, 2016 | Judy Chambers
My husband has been retired since 2013 and enjoys spending time doing the things he enjoys. He’s a handyman at heart and has…
February 17th, 2016 | Judy Chambers
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…
November 24th, 2015 | Judy Chambers
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…
September 14th, 2015 | Judy Chambers
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…
July 7th, 2015 | Judy Chambers
Since I just had a birthday, I took some time to look at what was going on in 1946. These are just a…
Quarterly analysis, updates and information about different aspects of personal finance and investment planning.