The Watchman by David Pettit
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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A required minimum distribution, or RMD, is the minimum amount required to be withdrawn from retirement accounts each year.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…
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The Five Most Popular Methods for Funding Education
Know which options work best for you and plan early. With the cost of higher education rising, it’s important to determine how you and…
