Prevent Identity Theft Create an Online Social Security Account With your social security number and other personal information, a criminal can sign-up for social security benefits in your name and have the benefits sent to them. Here is what to do: If you are 62 years-of-age or older and have not created your online social …
Blogs
Staff Spotlight – Stan Seybold
This month’s spotlight is on Stan Seybold, our Marketing Director. What makes working in marketing and communications so exciting? No two days are ever the same! One day might involve planning an upcoming client event, while the next is spent refining our website’s SEO to enhance its visibility and credibility within the community. Keeping our …
UM-Flint Honors Sherri Stephens
UM-Flint’s School of Management names Sherri Stephens as 2025 Outstanding Alumni Award recipient Sherri Stephens’ journey began in Flint, as the eldest of six children raised by two devoted educators. Her parents were her first mentors, instilling in her the values of education, integrity and service to others. Those values would guide her through a …
Staff Spotlight – Tyler Stephens
This month’s spotlight is on Tyler Stephens. Tyler is a Wealth Advisor. What are some of the things you like most about being a Wealth Advisor? I truly enjoy helping clients navigate their financial journey. The constantly changing environment presents opportunities to provide valuable support, and no two days are ever the same. I appreciate …
International Women’s Day Recap
Thank you to all the clients and community members who joined us in celebrating International Women’s Day at The Cork on March 10th. We had a blast engaging with long term clients and all the new women we met. The evening included: Amazing financial advice for women by women. We will share this advice on …
Staff Spotlight – Bernadette Rainear
This month’s spotlight is on Bernadette Rainear. Bernadette is a Senior Client Relationship Associate & 401(k) Program Manager. Can you explain what you do at the firm? What do you do in each key role (401(k) and Client Service) and what about it do you enjoy most? I have two primary areas of responsibility at …
Smart Strategies to Save More
We are well into the year of Financial Planning and working with clients to gather the information needed to have a more complete, and therefore more accurate, financial plan. One area where clients generally struggle is in determining the amount they spend each month. For many clients we’ve met this year, the answer is I …
Learn About Various Charitable Giving Vehicles
Listen as Jill Carr, our Director of Financial Planning, provides an overview of various charitable giving vehicles and how they work. She highlights which options align best with specific financial goals or situations, along with key considerations for tax deductions, income beneficiaries, death benefits, and other important information. Click here to listen to Jill and …
When Can I Expect My Raymond James Tax Forms?
This is a common question that we receive from clients each year. Tax forms are sent on a schedule set by Raymond James and based on their criteria, including the type of holdings in each account. Here is what you can expect in 2025: Group 1 – Mailed February 15, 2025 Forms mailed for accounts …
2025 Tax Filing Document Checklist
Review our 2025 Tax Filing Document Checklist, our tool can help ensure no detail is overlooked. As you prepare for tax season, this guide will help you gather the essential documents for each income source, deduction, and credit you’re eligible for—saving you time, stress, and money. Back to Newsletter: IMPORTANT DISCLOSURE INFORMATION *Please remember that …