Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they need to have saved to maintain their current lifestyle in retirement, 52% said they didn’t know. Over half the survey respondents – 51% – disagreed on the amount needed to retire, […]
The special tax rules that govern these accounts allows you to pare down your taxable estate, potentially minimizing future federal gift and estate taxes.
Learn more about how to strike the right balance with your business’s cash management.
April 14, 2022 The consumer price index (CPI) rose 1.2% in March (+8.5% y/y), led by an 18.3% increase in gasoline (+48.0% y/y) and a 1.0% rise in food prices (+8.8% y/y). Ex-food and energy, the CPI rose 0.3% (+6.5% y/y). The price index for durable goods (13.1% of the CPI) fell 0.9% (+17.4% y/y), […]
With the S&P 500 falling 27% from its record-high in February due to the coronavirus outbreak, Raymond James Chief Investment Officer Larry Adam breaks down what it all means, and what we can expect to see as we move closer toward a mild recession.