Claire Volke, Financial Advisor

10/14/2024

October is National Retirement Security Month, which is the perfect time to revisit (or BEGIN) your retirement savings plan.

Whether you want to build your retirement savings, prepare withdrawal strategies, or simply adjust your current plan, we can help create a strategy and plan to align with your goals!

05/14/2024

Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones that can impact your taxes to pay attention to!

www.raymondjames.com

05/12/2024

Happy Mother's Day! We hope you are able to spend time with or remembering the mothers and mother figures who changed your life for the better.

05/10/2024

A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's good news: You don't have to MAKE $1 million to SAVE $1 million. Following these five principles can help you successfully prepare for retirement.

www.raymondjames.com

05/06/2024

Last week I attended the 2024 National ELEVATE conference at the Ga***rd National Conference center in MD for advisors. This conference was a great opportunity for professional development and networking; I sat in on seminars to better my practice, heard from industry leaders on the state of the markets, and learned about new technologies to implement.

I had the opportunity to meet the new CEO of Raymond James, did a project packing for charity, and left with some motivational swag!

04/26/2024

Yesterday I attended my second LEAD FORUM with Leadership Montgomery. We spent the day in collaborative and thought-provoking conversation about community leadership, civic engagement, leadership development, and inclusion. We heard from the Department of Transportation, the National Security Council, Kristen Crockett on "Leading with a Growth Mindset", and women taking the reigns as second-gen companies.

I met some strong and community-engaged women who have taken experiences from their own lives to start non-profits to help others in the community with what they've learned.

I'm grateful to live in a community trying to make change for good. Yesterday gave me an opportunity to refocus on the purpose of my own work and how I can better serve my community.

02/26/2024

Thinking about opening a 529 plan? They're being used as a modern estate planning tool, NOT JUST for college savings.

Learn more:

www.raymondjames.com

02/15/2024

Yesterday evening I had the pleasure of visiting my alma mater to be a guest speaker for a Career Strategies course at the University of Maryland, College Park.

One of the reasons I chose to be a financial advisor was for the opportunity to help others, so this was a fun way to give back where I can and impart a grain of financial knowledge to the rising business class.

Thank you to Dina Broydo for the fun opportunity!

01/24/2024

There are a variety of retirement accounts that you can fund to help you prepare for a retirement that could last for decades.

www.troweprice.com

01/02/2024

2024 FINANCIAL CHECK-IN. Some not-so obvious tips to review!

Take a look at some key financial resolutions that can help you start the year off right.

www.raymondjames.com

11/02/2023

At the latest FOMC meeting, the Fed elected to maintain the federal funds rate at its current 5.25%-5.50% target range. Discover what this move could signal for the central bank's strategy going forward.

www.raymondjames.com

10/27/2023

Raymond James Chief Investment Officer Larry Adam discusses why his team is holding onto its call for a mild recession in the first half of 2024.