Carter Byford Wojtek Group of Raymond James

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

www.raymondjamesconnect.com

Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!

Most people think financial planning = investments.
It's actually more like:
✅ "Can I retire when I want?"
✅ "What happens to my family if something happens to me?"
✅ "Am I missing something obvious?"
Basically… it's life planning with a money lens.
If someone you care about has been saying "I should probably get my stuff together…" — send them this.
I'm happy to help them think it through.

When expertise comes from a professional who cares about you, a financial plan becomes a path forward. That's the power of personal.

Americans are underestimating their life spans — and undersaving yahoo.com

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

Up & Adam: Daily market insights: June 2, 2026 amazonaws.com

The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets weigh progress toward a potential US-Iran deal. CIO Larry Adam shares insight in today's Up & Adam.

Up & Adam: Daily market insights: May 26, 2026 amazonaws.com

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

From shifting energy prices to global economic resilience, several factors are influencing markets this week. CIO Larry Adam shares insight in today's Up & Adam.

Up & Adam: Daily market insights: May 21, 2026 amazonaws.com

What's the deadline for signing up for Medicare? When can you take your savings without a penalty? When is a good time to apply for Social Security? As you gear up for retirement, don't miss these major events.

There are a few important dates to remember as you approach retirement. You won't find these dates on any calendar. But it's worth keeping up with them as your retirement gets closer.