Plunkett Wealth Advisors

On this day, let us honor the lives lost and their families, and remember the heroes who responded. May their sacrifice never be forgotten.

With financial stress driving down overall physical health, and poor physical health increasing financial stress with medical expenses and potentially hurting productivity at work. Learn how you can help your employees.

Healthy, wealthy and wise raymondjames.com

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning.

Your year-end tax planning checklist raymondjames.com

Just because you've reached retirement doesn't mean the potential for earning stops. Learn more about how you can turn your retirement funds into retirement income.

Maintaining income after retirement raymondjames.com

The tax space for retirees might look a little different than you think. To maximize efficiency and prepare for the transition, it's important to consider the tax implications of your particular situation with the following in mind:

Tailor your taxes for retirement raymondjames.com

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Infographic: Debunking Social Security myths raymondjames.com

Earnings season enters its second-busiest week, with 134 S&P 500 companies representing 22% of the market cap, set to report. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

RJ Connect

Positive bias in early trading, supported by pre-open gains in mega-cap and semiconductor stocks. President Biden announced his exit from the 2024 presidential race, and that he endorses VP Kamala Harris, who will seek the Democratic nomination. Read more.

Morning Brew: July 22, 2024 www.raymondjames.com

Timing discussions around money while clearly communicating your financial values with heirs can be tricky. Explore a range of insights to get the conversation started with your heirs:

Foster financial literacy and family values www.raymondjames.com

RMD rules delayed for inherited IRAs...again? www.raymondjames.com