Tangredi Financial Services

09/02/2026

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:

raymondjames.com

09/01/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

08/27/2026

Using a fake ID may seem like a harmless rite of passage, but the consequences can be far from minor. Many students are unaware that fake ID violations can result in fines, legal penalties and long-term impacts on future opportunities.
This article highlights important considerations for families with college-age children.
If your family is preparing for college or navigating young adulthood, I'd be happy to discuss resources and strategies to help you plan with confidence.

raymondjames.com

08/26/2026

Sports betting is more accessible than ever, making it a growing concern for many college students and young adults. What starts as casual entertainment can quickly lead to financial, academic, and legal consequences. Help your family understand the risks and recognize warning signs by reading the article below.
Let's talk about ways to help your family build healthy financial habits and navigate challenges that can impact long-term financial wellbeing. Reach out to learn more.

raymondjames.com

08/25/2026

Thinking of moving to a new state during your retirement? Learn what to consider so that you make the right choice and settle in with confidence:
https://www.raymondjamesconnect.com/aL8mFx

08/24/2026

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
https://www.raymondjamesconnect.com/aPXbtV

08/21/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

08/19/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

raymondjames.com

08/18/2026

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:

raymondjames.com

08/17/2026

Retirement planning is not just a personal milestone. Including your family in the conversation can help align expectations, clarify priorities and strengthen your long term financial plan.
https://www.raymondjamesconnect.com/aGCiOh