Grace Hom, AAMS

09/30/2026

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

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09/29/2026

One of the most common misconceptions about 529 plans is that they're only for college tuition. In reality, 529 plans can offer more flexibility than many families realize, supporting a variety of education-related expenses and pathways.
https://www.raymondjamesconnect.com/N34H7

09/28/2026

Making time for wonder is not just for children. Explore how embracing curiosity and simple pleasures can support well being and help you reconnect with what matters most:

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09/25/2026

The most enduring gifts often invest in people, places and shared traditions. Discover how cultural philanthropy can celebrate heritage, foster stronger communities and create a lasting legacy:

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09/24/2026

Use AI with confidence in your business by implementing a few basic guardrails:
https://www.raymondjamesconnect.com/avaTVC

09/23/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

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09/22/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

09/21/2026

Financial planning often begins with a simple question:

What would happen to the people you care about most if something unexpected occurred?

Protection is about more than finances. It's about helping create confidence, security, and stability for the people who depend on you.

Having a plan in place today can help your loved ones navigate tomorrow with greater clarity.

09/18/2026

The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

09/17/2026

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it:

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