Rebhan, Maher & Associates

04/29/2026

Missing Medicare Part B enrollment by your 65th birthday triggers a permanent 10% monthly premium penalty for each 12-month gap, costing a retiree over $5,000 in year one alone when combined with deductibles and uninsured medical expenses

yahoo.com

04/28/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

raymondjames.com

12/30/2025

The markets were resilient in 2025. With 2026 also likely to present challenges, Raymond James Chief Investment Officer Larry Adam previews his themes for the markets and economy.

12/16/2025

Financial resolutions can help you turn intentions into action. From budgeting to building emergency savings, discover strategies to make 2026 your most prepared year yet.

raymondjames.com

11/04/2025

As the retirement landscape continues to evolve, employees face a range of experiences that can shape their savings journey. A recent study from Principal identifies three key challenges impacting today's workforce. The good news? Employers have opportunities to address these hurdles, through thoughtful plan design and meaningful employee engagement strategies, helping to foster stronger retirement outcomes across organizations of all sizes.

principal.com

06/10/2025

End-of-life care decisions for a loved one are never easy, but having thoughtful conversations and documenting their wishes early can provide clarity and peace of mind for everyone involved. Learn more:

raymondjames.com

02/25/2025

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

www.raymondjames.com

05/21/2024

Federal Reserve members continue to point to exercising patience in relation to rate cuts, given the slow (but continued) disinflationary trend. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

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09/26/2023

Discover the differences between key estate planning documents and how each could factor into your financial plan.

www.raymondjames.com

07/25/2023

Chair Emeritus Tom James sat down with Forbes to talk about his investment mentality, moments in his career and the path to building what Raymond James is today.

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