Katharyn Smith Woods

I am a financial advisor with Otterson Allison Wealth Management Group of Raymond James.

As a financial advisor, I help people plan for their future by setting a course for their financial needs and retirement goals. Services I provide include: - Wealth Management Planning - Retirement Planning - Legacy and Estate Planning - Asset Management - Asset Allocation - Charitable Giving Strategies - Employee Benefits As a financial advisor, Katharyn has a strong desire to listen and thoroughly understand the concerns of her clients and is dedicated to assisting them in meeting their financial needs. She specializes in creating financial plans for clients of all ages that will help them to obtain their long-term goals. Katharyn joined the Otterson Allison Wealth Management team after working as an analyst in the Institutional Fixed Income Research department of Raymond James. She is a graduate of Rhodes College and received a degree in International Studies with a minor in Business. She is registered as a financial advisor and currently holds the Accredited Asset Management SpecialistSM (AAMS®) designation, Series 7, 63, and 65 securities licenses as well as her insurance license. Katharyn is currently undergoing the CFP® certification process to become a CERTIFIED FINANCIAL PLANNER™ practitioner. “Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC” Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

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

barrons.com

How Giving to Charity Can Help Your Family

Talking to your kids about money? Don’t leave out the part about charitable giving.

barrons.com Philanthropy is a way to talk about money and pass on responsibility to kids

Retirement planning is an impactful life event that requires solid consideration. https://go.rjf.com/2WZ9O3J .

kiplinger.com

Inherited 401(k)s: 6 Questions Heirs Need to Ask

An inherited 401(k) can be a lasting legacy, but the windfall needs to be handled carefully to maximize the inheritance and minimize taxes.

kiplinger.com Beneficiaries who inherit a 401(k) retirement savings account need to tread carefully to avoid unintended taxes and penalties.

kiplinger.com

How Much Can You Contribute to a 401(k) for 2019?

The 401(k) contribution limit increased by $500 to $19,000 for 2019. Workers 50 and older can save an extra $6,000 for retirement.

kiplinger.com The 401(k) contribution limit increased by $500 to $19,000 for 2019. Workers 50 and older can save an extra $6,000 for retirement.

marketwatch.com

The No. 1 job billionaires and multimillionaires held before they got filthy rich

And why it’s important for all of us to do that job, too.

marketwatch.com And why it’s important for all of us to do that job, too.

kiplinger.com

Try This Road Map to Plan Your Retirement

Stop procrastinating. It's not as hard as you think when you use turn-by-turn instructions.

kiplinger.com Stop procrastinating. It's not as hard as you think when you use turn-by-turn instructions.

marketwatch.com

How do the world’s oldest people make their money last?

What we can learn from Blue Zone island residents of Japan, Italy and Greece.

marketwatch.com In Okinawa, long-lived residents always have a reason to get up in the morning.

marketwatch.com

This couple is one year away from having enough money to retire early — here’s what they did

How they gained financial independence.

marketwatch.com How to get to financial independence.

kiplinger.com

An Active, Full Retirement Depends On Proactive Long-Term Planning

The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.

kiplinger.com The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.

putnam.com

Three top financial challenges facing Millennials

For Millennials trying to pay off debt, buy a home, and save for the future, a comprehensive financial plan may help.

putnam.com Millennials face different financial challenges than previous generations as they set goals for saving for retirement, paying debt, and buying a home.

Sudden wealth due to loss can be overwhelming. Find out how to play a proactive planning role with your partner today: https://go.rjf.com/2EALjOf

marketwatch.com

6 beautiful islands you can actually afford to live on

Why not live where you can vacation every day?

marketwatch.com You can live year-round on these lesser-known islands for a surprisingly affordable price.

forefieldkt.com

Know Your Mutual Funds

Do you know your mutual funds?

forefieldkt.com Do you know your mutual funds?

www.raymondjames.com

Renovate? Donate? Pay off debt? Tax season brings fresh possibilities.

raymondjames.com

marketwatch.com

The best ways to save your family money on Disneyland tickets

The cost to visit Disneyland has soared ahead of the opening of a new section of the famous theme park dedicated to the ‘Star Wars’ franchise.

marketwatch.com The cost to visit Disneyland has soared ahead of the opening of a new section of the famous theme park dedicated to the ‘Star Wars’ franchise.

raymondjames.com

Recession This Year? Don’t Count on It [VIDEO]

Real-time indicators suggest the economy will keep growing in 2019, says Chief Investment Officer Larry Adam.

raymondjames.com Real-time indicators suggest the economy will keep growing in 2019, says Chief Investment Officer Larry Adam.

raymondjames.com

Peck Bulgin

Check out our latest 5 Things blog!

https://www.raymondjames.com/peckbulgin/5-things-january-2019.htm

raymondjames.com The Fed and the US Economy “When Will The Fed Step In To Rescue Markets?” My partners and I often like to look back at the articles and prognostications that we have read to see in hindsight just how accurate or inaccurate these pieces ended up being. Just over two months ago, I posted the follo...

kiplinger.com

30 of the Best Jobs for the Future

The U.S. job market is looking good. Unemployment is near a 50-year low, and wages are even starting to rise after remaining stubbornly stagnant for years. But some career tracks lead to a more prosperous future than others.

kiplinger.com We picked the most promising profession by focusing on careers with generous paychecks and strong job growth projections over the next decade.

raymondjames.com

Start the New Year with an Organized Outlook

Start the new year off right by getting organized and updating your financial plan:

raymondjames.com Consider getting organized this winter season by decluttering and updating your financial plan.

raymondjames.com

1-Minute Refresher: What Is the Yield Curve? [VIDEO]

What is the "yield curve" and what does the slope mean? Watch this video for a quick explanation from Senior Fixed Income Strategist Doug Drabik.

raymondjames.com Senior Fixed Income Strategist Doug Drabik clarifies what “yield curve” refers to and what it means if the curve inverts.

raymondjames.com

Peck Bulgin

Check out our latest 5 Things blog post! https://www.raymondjames.com/peckbulgin/5-things-december-2018.htm

raymondjames.com Financial Planning “Aging parents at the in-between stage: partially competent and partially not” Helping our clients have conversations with loved ones about the difficult process of aging has started to become quite common in our line of work. Understanding the various stages of dementia has b...

cnbc.com

Former President George HW Bush dies at 94; Trump designates Wednesday as national day of mourning, markets to close

The stock market will close Wednesday to honor President George H.W. Bush.

cnbc.com George H.W. Bush advocated a "kinder, gentler" America and initiated campaigns that ousted one foreign dictator and crippled another.

time.com

http://time.com

Research shows that those who are likable outperform those who aren’t.

time.com Breaking news and analysis from TIME.com. Politics, world news, photos, video, tech reviews, health, science and entertainment news.

history.com

Thanksgiving History Facts and Trivia

What did they eat at the first Thanksgiving? Which president made Thanksgiving a national holiday? Get Thanksgiving trivia to share around the table.

history.com What did they eat at the first Thanksgiving? Which president made Thanksgiving a national holiday? Get Thanksgiving trivia to share around the table.

marketwatch.com

Ask yourself these questions before starting a DIY project at home

Know when to bring in a pro.

marketwatch.com You like to save money, and do things yourself. But some things you should leave to a professional.

raymondjames.com

Peck Bulgin

Check out our latest 5 Things blog! https://www.raymondjames.com/peckbulgin/5-things-november-2018.htm

raymondjames.com Retirement Planning “Seven Year-End Retirement Planning Strategies” The end of the year is the time when some of the best financial decisions can be made surrounding tax and retirement planning. It is also the time of the year when the WORST decisions can be made. It’s sad to say we have seen ...

raymondjames.com

The Results Are In: It’s a Mixed Signal Election

The results are in and it’s a mixed signal election. Read as Raymond James Washington Policy Analyst, Ed Mills, explains what to expect from this outcome.

raymondjames.com As anticipated, Republicans kept a Senate majority and the Democrats regained the House. Washington Policy Analyst Ed Mills explains what’s next.

time.com

These Are the Best Books to Help You Pay Off Debt and Start Saving, According to Experts

Here are the best books full of tips for how to save money, get out of debt, and reach all your financial goals.

time.com Put these on your reading list now.

It's natural to be nervous when the markets head toward volatile territory. Keep a positive perspective. https://go.rjf.com/2A3Y9DI .

raymondjames.com

Thriving with Special Needs

Here's a look at ways to build a better tomorrow for a loved one with a disability:

raymondjames.com With thoughtful planning, you can help ensure the future care of a loved one with a disability.

raymondjames.com

Peck Bulgin

Our latest '5 Things' blog post is live on our website! Link below.

http://www.raymondjames.com/peckbulgin/5-things-october-2018.htm

raymondjames.com We hope that you enjoy this month’s edition of our “5 Things” blog. In this edition, there is something for everyone. Whether you are trying to figure out where to retire, how to keep funding retirement or how to get rid of those student loans while working to fund retirement, it’s all there...

time.com

A Startling Number of Teachers Are Renting Their Homes Out to Help Pay Bills

One in 10 Airbnb hosts, or about 45,000 people, are teachers, according to a new study from Airbnb.

time.com One in 10 Airbnb hosts are teachers

Last Call for our first annual Pre Holiday Party on October 4th! We will have food and drinks as well as a cooking demonstration and wine tasting. Stop by anytime between 5:30-8:00pm. More details on the invitation below!

We invite you to attend our first annual Pre Holiday Party on October 4th! We will have food and drinks as well as a cooking demonstration and wine tasting. Stop by anytime between 5:30-8:00pm. More details on the invitation below!

marketwatch.com

Divorce after 50: What I wish I had known beforehand

Advice for navigating a late-in-life split.

marketwatch.com People who went through a late-in-life divorce share six things they would tell their younger selves

marketwatch.com

Why it’s smart to plan your own funeral—and do it now

Death is a subject none of us want to confront. Talking about death causes us to face mortality and run head-on into the fact that we will not always be here. Yet death is inevitable and planning your funeral is a lot like planning for retirement.

marketwatch.com Here are 5 reasons to overcome your hesitancy and consider planning your funeral now.

raymondjames.com

Peck Bulgin

Check out our first 5 Things blog! We hope you enjoy this new monthly piece!

http://www.raymondjames.com/peckbulgin/5-things-we-are-looking-at-right-now.htm

raymondjames.com Unfortunately, there is a lot of noise out there. We hear the noise on television, on our tablets and on our phones, we read it online or on our apps. We are exposed to a complete overload of information at a virtually nonstop pace. It’s an unfortunate irony that with both the advent of 24 hour ne...

forbes.com

New Ways To Manage Stress, Noise And Office Anxiety

Anxious workers make for anxiety-ridden offices. In fact, anxiety can be highly contagious, especially in an open office plan. Then there's the pressure to tamp down that anxiety and look upbeat, which, not surprisingly is really bad for your psyche.

forbes.com How to use uncommon solutions to level up and deal with the noise, anxiety, and pressure of the average office.

Check out six traits that successful people have in common: https://go.rjf.com/2LkImmo .

forbes.com

How Stitch Fix's Katrina Lake Built A $3 Billion Business

"I didn’t want to just be a female CEO. I wanted to be a successful CEO, regardless of gender."

forbes.com Katrina Lake on navigating her first year at the helm of a public company, how she turned a funding shortfall into her biggest business advantage, and her best advice to the next generation of female founders.

kiplinger.com

15 CEOs Who Started on the Ground Floor

The real world is filled with leaders who worked their way up from obscurity to earn millions running huge corporations.

kiplinger.com How did they do it? Their stories, inspiring and instructive, reveal a drive to succeed, a willingness to buck convention and, of course, an unshakable work ethic.

time.com

A Growing Number of People Are Navigating Retirement Alone. This Woman Is Spearheading a Movement to Change That

22% of people 65 and over are either a "solo senior" or at risk of becoming one, according to research by Dr. Maria Torroella Carney.

time.com Without kin in a position to help, advance planning becomes even more critical.

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