Capital Wealth Partners, Financial Advisors with Raymond James

03/15/2024

Choosing a trustee is no easy task. Whichever type of trustee you choose, you'll want to keep a keen eye out for a few particular characteristics. Look for a trustee that fits the "three T's" – time, temperament and tenure. Here's why:

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03/14/2024

Make the most impact with your planned giving by choosing the right charitable vehicle. Learn how:

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03/13/2024

Interested in retiring early? Here are some considerations as you make your plans:

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03/12/2024

The February inflation report releases today. How would an elevated CPI reading impact the PCE Price Index and the Fed's ability to cut interest rates? CIO Larry Adam provides insight in the latest Up & Adam.

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03/07/2024

With social media being as prolific as it is, it's imperative for you and your family - especially young ones - to navigate safely. Here are a few ways you can protect your privacy on social media.

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03/05/2024

From planning your future to pursuing your passions, a Raymond James advisor gets to know you, your purpose and the way you give back to craft a financial plan as unique as you are. Visit lifewellplanned.com to learn more.

12/10/2023

If you inherited a retirement account in 2020, 2021 or 2022, you may be affected by a recent IRS decision. The IRS may not expect RMDs to be made from that account for tax year 2023 for a subset of IRA beneficiaries that are subject to the 10-year payout.

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12/09/2023

The need for long-term care isn't confined to a specific place, age or condition. It can transform your life on multiple levels. This video explores why long-term care planning is a crucial aspect of financial planning.

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12/09/2023

Your retirement income doesn't have to be fixed. Find out how your savings can increase and help prolong or improve your retirement lifestyle:

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12/06/2023

Sometimes, borrowing makes financial sense in the bigger picture. Take a look at these situations to help you decide if borrowing is the right move.

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12/05/2023

When choosing to relocate for retirement, there are some important factors to consider. Making sure that your new home provides you with access to reliable transportation, specialized medical care and people you can depend on should be part of your retirement plan.
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10/29/2023

Even if you're satisfied with your current plan, open enrollment presents a great opportunity to make sure you're getting the most out of Medicare. Make the most of open enrollment this year:

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