Rice Wealth

08/10/2026

✨ Investing in Knowledge. Investing in Our Clients.

The Rice Wealth team is excited to be represented in San Diego attending LPL Financial’s Focus Conference! 🌴☀️

Steve, JoDee, and Kristine are spending the next couple of days learning, connecting with industry experts, and gaining valuable insights on the latest trends, strategies, and opportunities in financial planning and wealth management.

Our goal is simple: bring this wealth of new knowledge back to our clients so we can continue providing thoughtful, informed guidance tailored to their financial goals.

We’re looking forward to learning, growing, and bringing fresh ideas back to Rice Wealth! 📈 heart💛

07/09/2026

We have seen an increase in scams! Be sure to pay attention to the transactions on your bank accounts and never give personal information to someone without verifying they are legitimately who they claim to be.

If you think you have been a victim of fraud please inform law enforcement and every institution where you have accounts.

Elder abuse isn’t always visible, and financial exploitation is one of the most common forms. This World Elder Abuse Awareness Day (WEAAD), help spread a simple but powerful message:
🛑 Pause before acting on urgent requests
🔍 Check the source
🛡 Protect your personal and financial information

A quick conversation can help prevent a costly scam. Let’s work together to protect the seniors in our lives.

07/06/2026

We hope everyone had a great 4th of July weekend! 🇺🇸

Here are some photos of the Rices out having some fun for the golf cart parade!

07/02/2026

We will be closed on Friday, July 3rd in recognition of Independence Day! We hope everyone has a great weekend!

06/23/2026

Relocating in retirement? There's more to think about than sunny weather and home prices.

Where you live can affect access to health care, social connection, and day-to-day lifestyle—key factors that often get overlooked.

Before making a move, consider:
🌎 Does the location match the pace of life you’re looking for?
🏥 Are nearby medical services available and reliable?
💬 Will you feel connected to your community?

Relocation can be exciting, but it’s worth considering how a new zip code may shape your future quality of life.


Source:

Looking to retire and relocate? Deciding where to land isn't as easy as it sounds. Retirement experts say many retirees face challenges like rising costs and community support.

06/18/2026

In observance of Juneteenth, our office will be closed on Friday, June 19, 2026, as the New York Stock Exchange will also be closed for the holiday.

We will resume normal business hours on Monday, June 22, 2026.

Thank you for your understanding.

05/22/2026

We hope everyone enjoys the holiday weekend. We will be closed on Monday for Memorial Day.

04/05/2026

We hope everyone has a Happy Easter with their friends and family!

03/06/2026

03/05/2026

As tax season gets underway, reports of tax-related scams tend to rise right along with it. Fraudsters often impersonate the IRS or state tax agencies via emails, texts, phone calls, or social media messages that appear official.

Common red flags include messages claiming a refund has been approved, warnings about unpaid taxes, or requests to “verify” personal or financial information. Government agencies generally do not initiate contact this way, and clicking links or sharing details can expose sensitive information.

Staying aware of these tactics may help reduce the chance of identity theft or fraudulent activity during filing season. If something feels off, it’s worth taking a moment to pause before responding.



Source:

The FTC is warning taxpayers to keep an eye out for phishing and smishing scams aimed at stealing tax refunds and personal data.