Tax Law Changes

If you have not already heard, tax law changes are likely coming soon. Watch below to learn more about how you could be affected and how we can work with your CPA to help.

Ideal Client

As many of our existing clients know, our ideal client values fiscal fitness, a team approach, professional advice, counsel, and guidance.  Explore below to learn more about the qualities our ideal clients possess.

WomanUp

Laura has her hands in many things but one of her passions is to help women connect. Take a look at what was one of the inspirations for WomanUp, the Asheville Area Chamber of Commerce’s women in business initiative. Raymond James is not affiliated with WomanUp or Asheville Area Chamber of Commerce.

Lifestyle Creep

Lifestyle creep occurs when your standard of living outpaces your income. This changing COVID environment is ideal for lifestyle creep to “creep in” and threaten your financial future but there are ways to keep this from happening.

Faith Why

Faith Doyle started investing at the young age of 23, from there she turned her personal interest into a career years later. She has a gift for analyzing and managing finances and planning for long-term goals and makes use of it daily. Check out the video below to hear all about her “why”.

Laura Why

Laura Webb has been in the financial services industry for nearly 40 years and has loved every minute of it. She is passionate about serving our local community and supporting women. Watch our new video below to learn more about her “why”.  

Client Why

Your “why” is a deep motivation, whether it be a purpose or a cause that fuels your life. We are committed to understanding your “why” and will use it as a guideline for your individual financial plan. Check out our video below to learn more.

Tax Deadline Changed to May 17

The IRS has extended the deadline for filing your 2020 income taxes. Learn more about this important change. The Treasury Department and IRS have officially extended the deadline for filing your 2020 federal tax return to May 17, 2021. If you’re expecting to receive a refund, you should still consider filing your taxes ahead of the new deadline. However, for … Read More

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world. It’s easy to feel like highly successful professionals have more hours in a day than the average person. How else do they manage to accomplish so much? The truth is, maintaining a high level of productivity often stems from making deliberate choices. Here’s the inside scoop from six well-known … Read More