Robert DuKate, CFP

10/17/2021

Nice day for a training bike ride for Bike MS

11/29/2019

https://www.raymondjames.com/katzdukate/research/articles/2019/10/10/social-security-increases-benefits-for-2020

The Social Security Administration has announced a cost of living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income (SSI) benefits. Nearly 69 million Americans will see the 1.6% increase in their payments beginning in January of 2020. The increase – modera...

11/29/2019

https://www.raymondjames.com/katzdukate/research/articles/2019/11/19/want-to-shake-up-your-gifting-give-experiences-not-stuff

If you’ve ever been asked for a gift idea and thought, “I don’t need more things in my life, I need more life in my life,” you’re not alone. Luckily, gift-giving has evolved with the times, allowing for creative experiences to excite just about anyone on your list.

11/28/2019

https://www.raymondjames.com/katzdukate/research/articles/2019/10/08/retirement-ahoy

Imagine waking up in a new city each day while enjoying world-class amenities such as fine dining, ballroom dancing lessons, maid service and live entertainment each night. For some, this is retirement – at sea.

11/27/2019

https://www.raymondjames.com/katzdukate/research/articles/2019/09/10/6-actions-that-can-build-an-enduring-philanthropic-legacy

When you think about your legacy, perhaps you hope to one day be described as a philanthropist. You don’t have to be Bill Gates to earn that title, though: All those passionate about making a difference can claim this identity. If the chance to give to communities here and around the globe is what...

11/27/2019

https://www.raymondjames.com/katzdukate/research/articles/2019/11/11/dont-let-thieves-ruin-your-holiday-season

Another holiday season is here, bringing new ways for cyber-thieves to attempt to steal your money or your identity. The FBI and other experts offer ways you can guard yourself against identity theft by following safe practices when shopping online.

11/26/2019

https://www.raymondjames.com/katzdukate/research/articles/2019/10/18/why-contribute-to-a-roth-ira

Thinking about opening or contributing to a Roth IRA? Learn more about the benefits of this type of retirement account and whether you may be eligible to contribute.

11/26/2019

https://www.raymondjames.com/katzdukate/research/articles/2019/03/05/estate-planning-challenges-for-heirs-in-america

International families are often unaware of planning challenges they may face when leaving wealth to beneficiaries in the United States.

11/25/2019

Thanksgiving is only a few days away and investors have a cornucopia of blessings to count. CIO Larry Adam shared his top ten: https://go.rjf.com/2rgXUDd .

11/25/2019

https://www.raymondjames.com/katzdukate/research/articles/2019/10/01/the-timeless-tradition-of-charitable-giving

Charitable giving is a tradition for many of us, but did you know that tradition is as old as time? In fact, the name for doing good – philanthropy – derives from the ancient Greek term for the love of humanity. Like everything, things have evolved considerably since the term was coined. Today.....