Hartzell Wealth Management of Raymond James

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

Cordially divided: the joy of prenups as planning tools raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

Social Security survivor benefits: 6 things to remember raymondjames.com

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

Infographic: Three raymondjames.com

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

Living history: The power of presence raymondjames.com

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

Curb employee turnover by conducting exit interviews and actioning feedback. Here are some tips to improve the process:

Exit interviews: Uncover opportunities for organizational improvement raymondjames.com

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

Private foundation vs. DAF: Are you driving the right giving vehicle? raymondjames.com

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

HSA users save 23% more in retirement accounts than non-HSA users. fidelityworkplace.com

Equity futures point to a lower opening this morning as mega-cap and tech stocks are poised for a continuation of yesterday's weakness.

Read more in the Morning Brew.

Morning Brew: May 19, 2026 amazonaws.com

Equity futures point to a lower opening this morning after stocks retreated from record-highs on Friday, with the major averages finishing mostly lower for the week.

Read more in the Morning Brew.

Morning Brew: May 18, 2026 amazonaws.com