Grayson Rogers, CFP, APMA

10/08/2026

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of your retirement accounts and keep your savings goals on track:

raymondjames.com

10/06/2026

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com

10/01/2026

For many people, retirement planning begins with a 401(k) or IRA.

But what happens when you've already maximized those opportunities?

You may want to explore additional strategies that can help create flexibility, diversify future income sources, and support your long-term goals.

The key isn't replacing what's already working. It's understanding how different planning tools may complement your existing strategy.

09/29/2026

Estate planning is often viewed as a financial exercise.

In reality, it's deeply personal.

It's about ensuring your wishes are understood, your values are reflected, and the people you care about are considered in the way you've intended.

Some of the most important planning conversations aren't about wealth. They're about what matters most.

09/24/2026

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you have not yet reviewed your Medicare coverage for next year, there is still time to evaluate your options. Take a moment to review your Medicare coverage with Chapter, a trusted advisory service provider, to ensure your plan still supports your health and financial goals. Read the one-pager to get started.

raymondjames.com

09/22/2026

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

09/17/2026

At Raymond James, we know that peace of mind extends beyond your own financial security. EverSafe®* enables designated family members, caregivers or professionals to receive alerts along with you when potential issues arise, adding an extra layer of support for the people you care about. If you'd like to explore ways to help safeguard yourself and your loved ones, I'd be happy to start that conversation.

Raymond James is not affiliated with EverSafe®

09/15/2026

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:

raymondjames.com

09/10/2026

Older adults are often at increased risk for financial fraud and exploitation, making awareness and monitoring especially important. 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.

Raymond James is not affiliated with EverSafe®

09/08/2026

Put your retirement fund to work by turning it into retirement income. Learn more:

raymondjames.com