Tangredi Financial Services

06/01/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

05/26/2026

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.

As state-mandated retirement programs roll out, many employers are using this moment to reassess their strategy and explore broader solutions, like a 401(k), that go beyond minimum requirements.

State-sponsored programs are designed to help employers satisfy minimum compliance requirements. Depending on plan design, employer-sponsored plans may offer additional flexibility and control compared to some state-sponsored programs — which employers often consider as part of broader recruitment, retention, and total rewards strategies.

Click the brochure to learn which states are affected and what the new retirement mandates could mean for your business.

raymondjames.com

05/22/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/21/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

05/08/2026

Summer break? Not for your finances. These five to-dos will help ensure you stay on track.

05/07/2026

Owning a small business can feel like a constant juggling act, but some small changes can start making a big difference for you now. Read more about strategies to help you stay focused, support your team and boost productivity without burning out.

05/06/2026

Gratitude can be good for your health, from lowering stress to improving heart health. Read more on the positive impacts of gratitude and how to build it into your every day.

05/05/2026

Employee financial stress is more than a personal issue — it's a business risk HR leaders can't afford to ignore. In this on‑demand webinar, Financial Wellness at Work: What HR Leaders Need to Know, Raymond James professionals explore how financial stress is affecting your workforce and what approaches HR leaders may consider to better help support employees, while being mindful of existing workloads.

Gain practical insights on defining financial wellness and understanding its real business impact. Stream the full webinar on demand today.

shrm.org

04/30/2026

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward.

raymondjames.com

04/24/2026

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together:

raymondjames.com