Decorative Tilda

A continuous source of valuable financial information

February 2016

Welcome to the official start of our 2016 winter season, here in the Lehigh Valley.

Recently, we've been busy hosting educational events and updating our website. The newly redesigned site, will be more responsive, comprehensive and feature a blog, upcoming events and local photography. We encourage you to check it out.

We also are present on Facebook, Twitter and LinkedIn. Please connect with us and you'll have access to timely, good quality information.

Changes to Social Security Claiming Strategies
Congress has ended two popular Social Security claiming strategies, but depending on your age, you may still be able to take advantage of these options.
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Filing Your 2015 Federal Income Tax Return
For most people, the due date for filing a 2015 federal income tax return is Monday, April 18, 2016. As that day approaches, here are a few things to keep in mind.
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Quiz: Which Birthdays Are Financial Milestones?
When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that might trigger financial changes.
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What are required minimum distributions (RMDs)?
The law requires that you begin taking distributions, called "required minimum distributions" or RMDs, from IRAs and most employer retirement plans when you reach age 70½ (or in some cases, when you retire), whether you need the money or not.
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I'm thinking about storing financial documents in the cloud. What should I know?
Cloud storage has become increasingly popular in recent years. But is this option right for you?
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This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results. Raymond James & Associates, Inc. member New York Stock Exchange/SIPC does not provide advice on tax, legal or mortgage issues. These matters should be discussed with an appropriate professional.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2016.

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