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Wealth and Wisdom: Week of October 16, 2023

  • Writer: Mike Brown
    Mike Brown
  • Jan 31, 2024
  • 3 min read

Tammy and I just returned from a company trip to Greece – a once-battered economy that’s now one of Europe’s fastest-growing. It’s a beautiful place – especially if you enjoy postcard sunsets over the ocean – but as we say after every vacation, it’s great to be back home.


And as always, I’ve got some ideas for you this week designed to help you improve your own financial situation…




We’ll see changes on our income tax returns next year, and Social Security recipients will get larger checks – all due to inflation.  (Reading time: 4 minutes)


A cybercrime wave is building – and retirees are its target victims. Here’s what to be on the lookout for.  (Reading time: 6 minutes)

 

Politicians like to lament that America’s manufacturing sector is dying – but these three charts prove it simply isn’t the case.   (Reading time: 2 minutes)

 

There are pros and cons to focusing on one or the other – but the correct strategy is probably to do both at the same time.  (Reading time: 4 minutes)


Term insurance allows you to pay less for more coverage. So why do most people prefer more expensive options?  (Reading time: 4 minutes)

 

They’re both part of a normal business cycle – and you’ll need a different set of skills and strategies to stay invested for the long run.  (Reading time: 4 minutes)

 

If you sell investments at a profit, the IRS will want to know what you paid for them. Here’s how to look for that number.  (Reading time: 4 minutes)

 

Here are 10 things a lot of people say they would have done differently in preparation for retirement.  (Reading time: 6 minutes)

 

Enjoying retirement doesn’t have to cost a fortune. Here are some ways to get the most out of your free time – and save money in the process.  (Reading time: 7 minutes)

 

Getting these five items checked off early will help you enjoy what could be the best years or your life.  (Reading time: 9 minutes)



Words to the Wise


“A man travels the world over in search of what he needs and returns home to find it.”

 

– George Moore



Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.


Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.


The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Brown Family Wealth Advisors and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.  Expressions of opinion are as of this date and are subject to change without notice. Past performance does not guarantee future results. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Brown Family Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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