Debt Reduction

Don’t Look Now, But Someone Just Told Me “I ‘m Debt-Free!”

Don’t look now but, but someone told me I am Debt-Free. No, not me! Heavens no! Because I have a few helpers. The kind that help you spend your money. Some folks call them ‘children.’ This is a story of a colleague of mine whose goal was to be debt free by age 55. He… Continue Reading: Don’t Look Now, But Someone Just Told Me “I ‘m Debt-Free!”

3 Practical Things to Do with Your Tax Refund

Unless you file for an extension, your 2025 Income Tax Return is due on April 15, 2026. And, if you are getting a refund, you want to file as soon as you can. We wrote about this earlier with our 7 Practical Steps to File Your 2025 Income Tax Return. The Internal Revenue Service (IRS)… Continue Reading: 3 Practical Things to Do with Your Tax Refund

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Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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