Jason D. Newton - Financial Advisor at Crescent Advisory Partners

Jason D. Newton - Financial Advisor at Crescent Advisory Partners Working with families and small business owners to help build, manage, preserve, and transition their wealth.

Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to he...
10/08/2026

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:

raymondjames.com

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/06/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

Medicare's Income-Related Monthly Adjustment Amount (IRMAA) can affect what some individuals pay for Medicare coverage. ...
10/01/2026

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 to better understand your options and make sure your plan continues to provide the support and benefits that matter most to you. Read the one-pager to get started.

raymondjames.com

Medicare's Annual Enrollment Period runs from October 15 through December 7. Even if you're satisfied with your current ...
09/24/2026

Medicare's Annual Enrollment Period runs from October 15 through December 7. Even if you're satisfied with your current coverage, plan costs, benefits and provider networks can change each year. Consider engaging with Chapter, a Medicare advisory service provider, and review your options to ensure your coverage still meets your needs.
Questions about Medicare? Read the one-pager to get started.

raymondjames.com

09/18/2026
Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/08/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

Capture market potential while managing the risks. Discover how structured investments can help you pursue your investin...
09/03/2026

Capture market potential while managing the risks. Discover how structured investments can help you pursue your investing goals, even in uncertain markets:

raymondjames.com

"Florence, SC" and "vacation hot spot" were not words I expected to see together today. But according to Travel + Leisur...
09/01/2026

"Florence, SC" and "vacation hot spot" were not words I expected to see together today. But according to Travel + Leisure, here we are. đŸ˜„

travelandleisure.com

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
08/27/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advanta...
08/18/2026

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advantages are and why they might be right for you:

raymondjames.com

Address

1452 W. Evans Street, Suite 100
Florence, SC
29501

Telephone

+18439427203

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