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Staying up-to-date can help you make smart decisions about your finances. So can filtering through the noise of the headlines to stay focused on your unique, personal situation and long-term plan.

Because everything is interconnected - tax planning strategies can impact retirement planning, coordinating investment management and estate planning is important, and inadequate protection planning can jeopardize everything - we keep you continuously informed about potentially relevant issues through regular review appointments as well as newsletters, reports and articles such as these:

Insights Newsletter May 2021

Our latest perspective on financial planning news.

Financial Journeys (Raymond James Newsletter) Spring 2021

In this issue:

An age-old challenge

Making good financial decisions can get harder as you grow older. Early warning signs of cognitive aging:

Difficulty with math

Overlooking details

Slowness in finishing tasks

Decreased comprehension of concepts

Trouble identifying risks

9 Ways to boost your brain power

When you think fit, think about strengthening your body AND your mind. While there’s a lot we still don’t know about the brain, research has shown that the brain can benefit from activities to boost its strength, flexibility, resilience and endurance. Proactive measures may improve memory, creativity, attention span, problem-solving and, perhaps best of all, support a long, happy and healthy retirement.

(Em)power your life

Technology can make living at home easier than ever. Take a look at some of the latest tech gadgets and gizmos that can add newfound freedom to your second act.

Successful Women (Raymond James Newsletter) Spring 2021

In this issue:

Improvise, adapt, and overcome: Women were disproportionately affected by COVID-19 layoffs and furloughs, with some calling it a “she-cession. If you can reframe the situation into an opportunity you may be pleasantly surprised by the outcome.

Invisible labor: Show yourself compassion, learn to share the invisible labor and mental workload, and let go of the tyranny of perfection.

Still striving: We've made progress, but women still have ground to cover to find pay equity.

Coronavirus, Unemployment, and Your 401(k)

Losing a job is always painful, but can be particularly intimidating when it occurs in the midst of a pandemic. One decision you will have to make is what do do with the money in your 401(k). Consider your options and the pros and cons of each.

What to Make of DOW 30k, Nov. 24, 2020

Has the Economy Begun to Recover  (6/22/20)

Employment, payroll, and manufacturing numbers released in May and June suggested the economy may have hit bottom in April.

Secure Act Article

From increasing the RMD age to 72, to eliminating the "Stretch IRA", this bill includes some significant changes effective for 2020. 

Cares Act (April 2020)

Review some of the major provisions in the CARES Act related to retirement plans, distributions, and contributions.

Unemployment Insurance and the Stimulus Plan (April 2020)

Tax Report Q4 2019

Almost every financial action can have tax consequences, and choosing tax-efficient strategies is individual to YOU. Cornerstone professionals stay current on the ever-changing tax environment to help you recognize tax reducing opportunities.

Market Volatility

Market volatility can happen at any time. While we can't control what happens in Washington or on Wall Street, we can control how we prepare for and respond to the resulting gyrations. Visit this page to hear from Cornerstone's advisors and learn more, including why the markets care about the coronavirus and historical market performance during and after past epidemics.

Estate Planning Mistakes You Can Avoid

Why changing just your will isn't enough. How asking one child to distribute your assets after death can leave them with an unwanted tax bill. What's the best way to leave money to a charity?

Business Dimensions Newsletter (Raymond James, Spring 2021)

Articles about company management, financing and other timely issues impacting your small business.

In this issue:

The LinkedIn Challenge. Without the ability to connect in person, LinkedIn is filling the gap. Connect to new clients in just 10 minutes a day.

EQ vs. IQ: The Great Brain Debate: It turns out achieving success requires a little bit of both.

Low interest, high payoff? The pros and cons of low-interest borrowing. While you may associate low rates with easy borrowing, banks may start to restrict lending to small businesses or individuals in an effort to manage their long-term interest rate risk, and reduce the number of loans they are writing. 

Check This Tax List Before Year-End

Connect With An Advisor

Request a Complimentary Consultation With One Of Our Advisors

Raymond James Financial Advisors do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

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