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By Eleanor Blayney, CFP, Consumer Advocate for CFP Board I often speak to consumers on all sorts of financial planning issues – budgeting, debt management, saving and investing for retirement, financing education, and estate planning.  But no matter...

When you think about the price of having kids, the costs that come to mind may include things like child care, camp, braces and college tuition. What probably doesn't spring to mind are mortgages, car payments or personal loans. The reality, however...

Retirement isn’t all sailboats and golf courses. At least, that’s not what the one in four Americans who fear outliving their income think. That’s according to a recent survey by the Indexed Annuity Leadership Council, which also found that nearly one...

245 Riverside Ave., Suite 500, Jacksonville FL 32202 • 904.348.5420 • raymondjames.com/ottersonallison Describe your practice. Our mission is to meet the financial needs of each individual client while balancing the complex forces at work in the market...

Quite often, your clients are objecting for all the wrong reasons With increased health care costs and the rising costs of living and investment volatility, your clients are facing more challenges and are equipped with fewer resources to count on to...