08/10/2026
Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:
The future of Social Security: What you need to know today
raymondjames.com
07/31/2026
Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to navigating common challenges faced by young adults, having the right resources can help families feel more confident and prepared.
With ARAG, you have access to educational resources that can help support these important conversations. Read the one pager to learn more about ARAG.
Want to discuss how these topics fit into your family's broader financial plan? Contact me to start the conversation and explore resources that may help.
Back-to-School Legal Resources for Families
raymondjames.com
07/24/2026
Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.
Essential Documents for Children Turning 18
raymondjames.com
07/20/2026
Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:
Four ways to teach your kids about business
raymondjames.com
07/16/2026
When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:
Infographic: Rent or buy? Think through where you want to live in retirement
raymondjames.com
07/07/2026
Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:
A mid-retirement check-in
raymondjames.com
07/04/2026
A quarter millennium of big dreams. Happy Fourth of July!
06/21/2026
Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!
06/12/2026
How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:
Concentrated equity risk: Is it time to break your concentration?
raymondjames.com