The Watchman by David Pettit
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Year End Tax Planning: Your Fall Financial Check-In
As the days grow shorter and the year winds down, fall is a natural time to pause and take stock of your finances. While…
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2025 Required Minimum Distribution Reminder: What You Need to Know
For many investors, retirement accounts such as traditional IRAs are key tools for building long-term financial security. These accounts are designed to help you…
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Charitably Minded Investors Can Satisfy RMDs with QCDs
Estate & Giving Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax…
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Travel Tips for Your Financial Journey: 5 Essentials to Pack
Every great trip requires planning—checking your itinerary, packing your bag, and preparing for detours along the way. Your financial journey is no different. Insurance…
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Using Life Insurance in Business Planning
As a business owner, you’ve spent significant time growing and nurturing your business. Raymond James understands that level of dedication and offers comprehensive solutions…
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Tax Planning with Qualified Charitable Distributions
Understand How to Benefit from this Tax-Saving Tool Giving with Greater Benefits Are you 70 ½ or older and do you have an IRA?…
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Understanding Required Minimum Distributions (RMD’s) for Account Owners
A required minimum distribution, or RMD, is the minimum amount required to be withdrawn from retirement accounts each year. These retirement accounts include traditional…
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Life Insurance: Exploring Your Options
Should the unexpected happen, life insurance can help protect your loved ones and your legacy. A truly comprehensive financial plan takes into account every…
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Instilling Financial Values in Your Family
Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More…
