Kasha McLemore, CFP, CRPC, Addison Avenue & Raymond James

06/05/2026

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:

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06/04/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

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06/02/2026

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

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06/02/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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06/01/2026

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.

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05/26/2026

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

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05/25/2026

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

05/22/2026

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.

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05/21/2026

Record profitability, strong earnings and steady economic activity are supporting equity market momentum. Raymond James Chief Investment Officer Larry Adam shares why these factors are driving an updated S&P 500 year-end target.

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