Robert DuKate, CFP

Nice day for a training bike ride for Bike MS

https://www.raymondjames.com/katzdukate/research/articles/2019/10/10/social-security-increases-benefits-for-2020

Social Security Increases Benefits by 1.6% for 2020 The Social Security Administration has announced a cost of living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income (SSI) benefits. Nearly 69 million Americans will see the 1.6% increase in their payments beginning in January of 2020. The increase – modera...

https://www.raymondjames.com/katzdukate/research/articles/2019/11/19/want-to-shake-up-your-gifting-give-experiences-not-stuff

Want to Shake Up Your Gifting? Give Experiences, Not Stuff If you’ve ever been asked for a gift idea and thought, “I don’t need more things in my life, I need more life in my life,” you’re not alone. Luckily, gift-giving has evolved with the times, allowing for creative experiences to excite just about anyone on your list.

https://www.raymondjames.com/katzdukate/research/articles/2019/10/08/retirement-ahoy

Retirement, Ahoy! Imagine waking up in a new city each day while enjoying world-class amenities such as fine dining, ballroom dancing lessons, maid service and live entertainment each night. For some, this is retirement – at sea.

https://www.raymondjames.com/katzdukate/research/articles/2019/09/10/6-actions-that-can-build-an-enduring-philanthropic-legacy

6 Actions That Can Build an Enduring Philanthropic Legacy When you think about your legacy, perhaps you hope to one day be described as a philanthropist. You don’t have to be Bill Gates to earn that title, though: All those passionate about making a difference can claim this identity. If the chance to give to communities here and around the globe is what...

https://www.raymondjames.com/katzdukate/research/articles/2019/11/11/dont-let-thieves-ruin-your-holiday-season

Don't Let Thieves Ruin Your Holiday Season Another holiday season is here, bringing new ways for cyber-thieves to attempt to steal your money or your identity. The FBI and other experts offer ways you can guard yourself against identity theft by following safe practices when shopping online.

https://www.raymondjames.com/katzdukate/research/articles/2019/10/18/why-contribute-to-a-roth-ira

Why Contribute to a Roth IRA? Thinking about opening or contributing to a Roth IRA? Learn more about the benefits of this type of retirement account and whether you may be eligible to contribute.

https://www.raymondjames.com/katzdukate/research/articles/2019/03/05/estate-planning-challenges-for-heirs-in-america

Estate Planning Challenges for Heirs in America International families are often unaware of planning challenges they may face when leaving wealth to beneficiaries in the United States.

Thanksgiving is only a few days away and investors have a cornucopia of blessings to count. CIO Larry Adam shared his top ten: https://go.rjf.com/2rgXUDd .

https://www.raymondjames.com/katzdukate/research/articles/2019/10/01/the-timeless-tradition-of-charitable-giving

The Timeless Tradition of Charitable Giving Charitable giving is a tradition for many of us, but did you know that tradition is as old as time? In fact, the name for doing good – philanthropy – derives from the ancient Greek term for the love of humanity. Like everything, things have evolved considerably since the term was coined. Today.....