Taxation of investments explained
By DOUGLAS GILDENMEISTER Raymond James It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time
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Estate
The Ins and Outs of Policy Ownership
By DOUGLAS GILDENMEISTER Raymond James The way that you structure the ownership of your life insurance policy can have possible
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Life insurance at various life stages
By DOUGLAS GILDENMEISTER Your need for life insurance changes as your life changes. When you’re young, you typically have less
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Medicaid and nursing home care
By DOUGLAS GILDENMEISTER As you enter your 60s and 70s, health may become more of an issue than it once
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Social Security survivor benefits
By DOUGLAS GILDENMEISTER When you think of Social Security, you probably think of retirement. However, Social Security can also provide
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Sudden wealth, now what?
By DOUGLAS GILDENMEISTER What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of
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Transfer on Death account explained
By JEFF ROTH A Transfer on Death account is an available option to avoid probate. The account will automatically pass
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Understanding Probate
By DOUGLAS GILDENMEISTER When you die, you leave behind your estate. Your estate consists of your assets – all of
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Estate planning and digital assets
LAW YOU CAN USE By DAVID LENZ Ohio State Bar Association Planning for what happens to our assets after
Read moreTraveling? Consider insurance
By DOUGLAS GILDENMEISTER Raymond James Soon you’ll be on your way, taking that trip you’ve looked forward to for ages
Read moreFirelands Association of Realtors commemorates Fair Housing Act
Submitted by FIRELANDS ASSOCIATION OF REALTORS For decades members of the National Association of Realtors have supported a free, open
Read moreEvaluating Early Retirement Offer
Douglas Gildenmeister Senior Vice President, Investments Raymond James In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm,
Read moreAm I Having Enough Withheld?
Douglas Gildenmeister Senior Vice President, Investments Raymond James If you fail to estimate your federal income tax withholding properly, it
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