Walz Hamilton Advisory Group of Raymond James

Congratulations to Joseph Hamilton on being recognized as a 2026 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisor. Thank you to our clients for the trust and confidence you place in us every day! See the full rankings here: https://www.forbes.com/lists/best-in-state-next-gen-advisors

2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/lists/best-in-state-next-gen-advisors for more info.

What Retirement Actually Feels Like: Why The First Year Matters More Than You Think forbes.com

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

529s are more than a college savings tool raymondjames.com

For 2026, Todd Walz has been named to the Forbes Best in State Wealth Advisors. It is an honor to be recognized among such an outstanding group of financial professionals. See the full 2026 rankings here: https://www.forbes.com/best-in-state-wealth-advisors/

Congratulations on your retirement Connie! Thank you for everything you contributed to our team!

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

Life-changing events change your taxes, too raymondjames.com

Welcome our new team member! Tyler Mattingly is a Client Service Associate with the Walz Hamilton Advisory Group.

Click to read amazonaws.com

Welcome our new team member! Julia Higdon is a Client Service Associate with the Walz Hamilton Advisory Group.

Click to read amazonaws.com

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

What the ‘One Big Beautiful Bill Act' means for your finances raymondjames.com