Johnson & Berne Wealth Management of Raymond James

10/06/2026

www.ibtimes.com

10/05/2026

www.usatoday.com

10/02/2026

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

09/29/2026

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

raymondjames.com

09/15/2026

Retirees With Financial Plans Report Lower Stress. Say it louder for the people in the back!

Among retirees, 40% report experiencing at least a moderate level of financial stress. However, that figure falls to 29% among those with a financial plan, underscoring the value planning can provide.

Why do financial plans reduce stress? Because they give you a clear picture of how much you will need and how much you can safely spend. No more second guessing, staying up at night worrying about money, carrying the stress of constantly wondering if you are going to run out of money.

Having a plan = priceless!

www.lifehealth.com

09/14/2026

It can be difficult for parents to figure out what should come first- saving for retirement or saving for their kids college expenses. I have seen many parents prioritize college over retirement because it feels more urgent, since the timeline until their kids go to college is a lot sooner than their retirement date.

A financial planner can help you prioritize your goals - retirement, college, travel, etc. so that you can save and invest for all of them, but make sure you're doing so at the right level. In other words, not over funding college and under funding retirement.

When it comes to saving for college, many parents have not thought about if they are aiming to cover 100% of tuition, or 50% of tuition, or what type of school their child will go to and the costs there - private vs. public, in state or out of state.

A financial professional can help you think about all of these goals, assign appropriate dollar amounts to them, and create an investment strategy that will get you there.

www.cbsnews.com

09/11/2026

I see it all the time. Retired clients come into our office, have amassed a lot of wealth over the course of their lifetime, and now have trouble spending it. I love to ask clients - is your goal to die with as much money as possible, or is it to use this money to live your best life today?" This really gets people thinking.

The solution? Having a financial and retirement income plan allows clients to see how much money they can safely spend without running out. A plan that is customized to the client - their goals, dreams, lifestyle, expenses - is priceless because of the confidence and peace of mind that it gives people. By having a plan in place, they can spend without worrying and start enjoying!

247wallst.com

08/28/2026

Historically, stocks have provided opportunities for growth over longer time periods. A long-term investment approach may help investors participate in market returns over time.
https://www.raymondjamesconnect.com/aB2bdw

08/26/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

raymondjames.com

08/24/2026

A diversified portfolio can help manage risk over time. Combining different asset classes may help smooth investment outcomes.
https://www.raymondjamesconnect.com/atpxoa