Laguna Wealth Services

09/27/2026

Medicare's Income-Related Monthly Adjustment Amount (IRMAA) can affect what some individuals pay for Medicare coverage. Understanding how income may impact future premiums can help support more informed retirement and tax planning decisions. Consider a Medicare coverage review with Chapter.

raymondjames.com

09/26/2026

Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to help families save for education expenses:

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09/25/2026

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow and circumstances change. Explore practical ways to strengthen communication, navigate challenges and maintain lasting connections:

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09/23/2026

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09/20/2026

Annuities can be a great option for those approaching or in retirement who are looking for a guaranteed source of income that won't falter no matter what happens in the market. Explore why income annuities are becoming increasingly popular:

raymondjames.com

09/18/2026

09/17/2026

Join us tonight at the Corpus Christi Museum of Science & History as we serve up brew samples! https://www.raymondjamesconnect.com/aF649M

09/13/2026

This Cybersecurity Awareness Month, we're highlighting EverSafe®*, which includes specialized protections designed to help identify suspicious activity and support seniors and their families. Reach out if you'd like to discuss strategies for helping protect yourself or a loved one from identity theft, scams and financial exploitation.

09/12/2026

As longer lifespans create new stages of life, people are continuing to learn, contribute and pursue meaningful goals in ways previous generations may never have imagined. Yet assumptions about age can sometimes influence how others view a person's capabilities or the role they should play in important decisions.

Thoughtful planning can help ensure important decisions are guided by your goals and preferences, not assumptions about age.

09/10/2026

A fulfilling retirement is about more than your finances. Thoughtful planning can help align your resources with how you want to spend your time, pursue your priorities and enjoy the years ahead:

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