Raymond James - Financial Advisor: Kevin Summers

05/25/2021

https://www.linkedin.com/pulse/waiting-save-costing-you-big-time-kevin-summers

04/21/2021

Retirees have for years been told to focus on fixed income securities (i.e. bonds) to protect their nest egg. But no one ever thought interest rates would decline for 40 years (and counting). So where can retirees look to, now that bonds are not the answer to protect their nest egg?

Don’t Hold Your Breath for the Return of Double-Digit Rates

04/15/2021

04/15/2021

04/06/2021

We are looking to work with three local businesses interested in driving more earned revenue towards their bottom line.

Creative and straightforward adjustments to elements such as tax planning and employee/owner benefits can have a significant impact on an organizations’ net income.

After our initial discussion and review of current business operations, we will be well equipped to deliver a customized plan filled with suggestions to support your business.

If you are interested and ready to keep more of your money, reach out today for a free consultation.

04/05/2021

The IRS and taxes. How exciting are these two topics?

However, you MUST educate yourself on the various changes that have been made each tax season or you may find yourself paying more than your fair share.

Speak with your financial advisor today and see what you can do to lower your tax payment (or increase your refund) this year.

As you're filing your taxes, you may learn that there are more subcategories for your investment income than you initially thought. Here's how to break...

03/30/2021

Advice, planning, income and growth strategies. Taking care of every aspect of your financial well-being is what we do.

Speak with us today and find out more.

03/24/2021

Don't make it a leap of faith. Retire with confidence.

Over the last several years, you have diligently saved up for your retirement. You have dreamt of what life after a long career will look like - evenings spent watching the sunset while walking on the beach with a loved one, a round of golf with your pals whenever you choose, traveling with your spo

03/23/2021

Saving for your child's college education and retirement doesn't have to be an 'either or' decision. Contact us today to begin planning for both.

In NBC News’ recent survey, 56 percent of parents said tuition costs and financial aid were among the most important when looking at a college or university. Experts say financial aid and scholarships can reduce the total burden.

03/17/2021

The Good News: 15% of Social Security benefits you receive are tax-free.

The Not-So-Good News: You may owe taxes on the remaining 85% of your annual benefits.

This article explains how Social Security benefits may impact your tax situation as well as ways to reduce this tax bill each year. If you would like to go over your options, give me a call.

There is always a solution to be found when it comes to finances.