Goldfinch Financial Group

01/01/2024

Wishing you and yours a happy and prosperous new year. Raymond James offices and the market are closed Monday, January 1, in observance of New Year's Day.

12/25/2023

Merry Christmas! May your celebrations be filled with peace, joy and time spent with those you cherish most. Our office and the market are closed Monday, December 25, in observance of Christmas Day.

11/23/2023

Wishing you a happy Thanksgiving filled with cherished traditions and time spent with those you hold most dear.

11/09/2023

How do you put an estate plan into action? Here's a short guide of what to do after a loved one dies.

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10/31/2023

cnbc.com

10/25/2023

The Social Security COLA increase of 3.2% is designed to provide recipients with a cost of living adjustment commiserate with overall inflation. While 2024's increase is lower than the two prior years, it is still intended to help reduce the effects of inflation.

www.raymondjames.com

10/19/2023

Planning for estate is a complex and emotional process. A vital part of planning is to have open communication with your family and heirs to help make your wishes known. Here are a few tips to make the conversation as easy as possible.

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10/12/2023

When your family member's memory begins to fade, your role as a caregiver is essential, providing day-to-day support and planning for the future. Here are some tips for identifying the need and having the conversation.

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10/04/2023

With so much modern technology flooding the scene, there is a growing interest for simpler gadgets like those from the past. Technology once thought obsolete is coming back into fashion.

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09/13/2023

Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally:

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08/30/2023

After putting the care and consideration into preparing your estate documents, it's important to make those files findable for your heirs when the time comes. Here are some tips for coordinating this hand-off.

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