Hartzell Wealth Management of Raymond James

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®

Here's to the hard work behind every goal. Happy Labor Day!

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®

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

Maintaining income after retirement raymondjames.com

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

Retiring early? 5 ways to help manage health care costs raymondjames.com

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it:

Cash balance plans: A gamechanger for high-income business owners raymondjames.com

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

Crafting a retirement that evolves with you raymondjames.com

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

Infographic: 7 strategies to strengthen your 401(k) raymondjames.com

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

Life insurance as a business tool raymondjames.com

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

Giving conditionally raymondjames.com