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 .
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 .
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.
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.
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.
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.
Check out our latest 5 Things blog!
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.
How they gained financial independence.
marketwatch.com How to get to financial independence.
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.
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.
Check out our latest 5 Things blog!
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
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.
Do you know your mutual funds?
forefieldkt.com Do you know your mutual funds?
Renovate? Donate? Pay off debt? Tax season brings fresh possibilities.
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.
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.
Check out our latest 5 Things blog!
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...
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.
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.
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.
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...
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.
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.
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.
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.
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 ...
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.
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 .
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.
Our latest '5 Things' blog post is live on our website! Link below.
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...
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!
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
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.
Check out our first 5 Things blog! We hope you enjoy this new monthly piece!
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...
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 .
"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.
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.
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.
West Point Business Group is a firm of industry leading professionals in the field of financial services.
As a Financial Advisor, my passion is to help and direct clients through all stages of life.
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PHP - People Helping People, is a different king of financial services company. Looking to Bring Back Life to the Insurance Industry.
We are an independent firm that specializes in estate and financial management with a focus on the preservation of wealth and retirement income.
D2 Capital Management offers fee-only financial planning and asset management.
The Principal Financial Group – North Florida Business Center is a client-focused financial services organization working with employers and individuals to
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Joshua P. Carter, CFP®, ChFC® is a Financial Advisor focusing on wealth accumulation, protection, and distribution strategies through all phases of life.
A Private Wealth Advisory Practice of Ameriprise Financial Services Inc.
We provide unbiased help to Seniors in need of a Medicare Supplement plan. We shop the market so you don't have to!
Our office offers EXPERT FEDERAL and STATE TAX PREPARATION for personal and business returns and tax preparers with over 25-years of experience.