Compass Points — Estes Wealth Strategies

A Financial Partner for Your Life of Possibilities

Catch These Raymond James Ads at Tour de France and Wimbledon

Estes SusanJuly 8, 2024

Financial Advisor Alisa Schultz Earns CFP® Certification

PracticeEstes SusanMay 5, 2024Practice News

Small but Mighty: Consider Making a 2023 Roth IRA Contribution (if you're eligible)

Retirement, Investing, Taxes, Personal FinanceEstes SusanFebruary 5, 2024Retirement Planning, Investing, Roth IRA

What's New for 2024: Social Security, Retirement Savings, Taxes, Deductions & Gifting

Financial Planning, Personal Finance, Retirement, TaxesEstes SusanJanuary 9, 2024Taxes, Social Security, Financial Planning, Personal Finance, Gifting, Retirement Planning

Lower My Lifetime Tax Liability? Yes, Please!

Financial Planning, Investing, Personal Finance, Retirement, Taxes, Estate PlanningEstes SusanMay 14, 2023Investing, Taxes, Personal Finance, Estate Planning, Retirement Planning

The Silver Lining of Higher Interest Rates: Earning Opportunities for Cash

Investing, Personal FinanceEstes SusanApril 27, 2023Investing, Personal Finance

The Little IRA That Could: How a Small Contribution Today Could Have Big Potential Value Tomorrow

Financial Planning, Retirement, Personal Finance, Taxes, InvestingEstes SusanFebruary 2, 2023Retirement Planning, Investing, Personal Finance

Kathleen Lazor Named Raymond James Branch Associate of the Quarter

PracticeEstes SusanJanuary 22, 2023Practice News

Jessica Wilson Joins Estes Wealth Strategies as Client Services Associate

PracticeEstes SusanDecember 12, 2022Practice News

Three Year-End Strategies That May Help Reduce Your Taxes

Financial Planning, Personal Finance, TaxesEstes SusanSeptember 27, 2022Taxes, Financial Planning, Personal Finance

From Crib to College: A 529 Education Savings Journey

College Savings, Financial Planning, Personal FinanceEstes SusanSeptember 14, 2022College Savings, 529 Plan

Why NOT Reacting to Market Volatility Can Be the Best Reaction for Your Portfolio

Investing, Market CommentaryEstes SusanMay 17, 2022Investing, Market Commentary

EWS Practice News: Associate Alisa Schultz Promoted to Financial Advisor

Estes SusanFebruary 15, 2022

Year-End Strategy #4: Should I “Gift” as an Estate Planning Strategy?

Financial Planning, Personal Finance, Estate PlanningEstes SusanDecember 7, 2021Personal Finance, Estate Planning, Financial Planning, Gifting

Year-End Strategy #3: Have I Maxed Out My Workplace Retirement Savings?

Retirement, Personal Finance, Investing, Financial PlanningEstes SusanNovember 15, 2021Retirement Planning, 401(k), Roth 401(k), IRA

Year-End Strategy #2: How Can Charitable Giving Help Reduce My Tax Bill?

Estate Planning, Financial Planning, Personal Finance, Retirement, TaxesEstes SusanOctober 5, 2021Personal Finance, Estate Planning, Financial Planning, Taxes

Year-End Strategy #1: Should I Consider Converting My Pre-Tax IRA to a Roth IRA?

Estate Planning, Personal Finance, Retirement, Financial PlanningEstes SusanSeptember 21, 2021Roth IRA, Retirement Planning, Financial Planning, Estate Planning, Personal Finance