Robert DuKate, CFP

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/2019/10/08/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/2019/03/05/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.