Randall Hord, Raincross Financial Partners

Integrating tax planning into estate strategies
Estate planning decisions can have significant tax implications, and integrating tax planning into estate strategies is crucial for optimizing outcomes, write Paul Buckle and Paul Kisielewski. Regularly reviewing beneficiary designations and adapting estate plans to evolving tax laws can help mitigate unexpected tax burdens for heirs, they write.

When Estate Plans Don't Include Tax Plans, All Bets Are Off: 2 Financial Advisers Explain Why kiplinger.com

Balancing retirement spending with leaving an inheritance: Advisors weigh in on a case involving a retiree who wants to travel and enjoy retirement savings, while his wife is concerned about spending money that could be an inheritance for their grandchildren.

We retired at 70 with $4.3 million. My wife feels guilty spending 'our grandkids' inheritance,' but I want to travel. Help! kiplinger.com

A purpose-driven approach to retirement:

Nearing Retirement? Why 'Refirement' Is a Better Philosophy! Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.

Nearing Retirement? Why 'Refirement' Is a Better Philosophy kiplinger.com

Fix Your Mix: How to Derisk Your Portfolio Before Retirement. In the run-up to retirement, your asset allocation needs to match your risk tolerance without eliminating potential for growth. Here's how to find the right mix.

Fix Your Mix: How to Derisk Your Portfolio Before Retirement kiplinger.com

I Thought My Retirement Was Set — Until I Answered These 3 Questions. Three deceptively simple questions can reshape how you think about retirement and the life you still want to live.

I Thought My Retirement Was Set — Until I Answered These 3 Questions kiplinger.com

How to Avoid IRS Pitfalls When Borrowing From Yourself

How to Avoid IRS Pitfalls When Borrowing From Yourself thinkadvisor.com

Tips for business owners to prepare for future exit

Entrepreneurs can prepare for a business exit from the start, with financial planner Jamie Carroll advising business owners to maintain transparent financials, align legal structures with personal goals, scale the business independently of the founder, protect intellectual property and plan for long-term objectives.

5 Actions to Set Up Your Business With Your Exit in Mind, From a Wealth Adviser kiplinger.com

Expert offers retirement savings tips for young adults. Read more here

I'm a Retirement Editor: Here's the Investing Advice I Gave My Son kiplinger.com

Q&A with Investment Strategy: As Iran Conflict Continues, Volatility Is Up https://www.raymondjamesconnect.com/a25MCH

Roth conversions still shine after tax law changes

Roth conversions still shine after tax law changes raymondjames.com

The Iran conflict's impact on oil prices

The Iran conflict’s impact on oil prices raymondjames.com

Life-changing events change your taxes, too

Life-changing events change your taxes, too raymondjames.com