Peck Bulgin Wealth Management of Raymond James

11/02/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

raymondjames.com

10/31/2026

Key person insurance protects a business against the death or disability of a major contributor. It can also be used to address the other "D" risk – departure – by rewarding loyalty with a retirement bonus.

raymondjames.com

10/28/2026

Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected:

raymondjames.com

10/26/2026

Scammers often rely on urgency to push people into quick decisions. Learn how to recognize 10 common fraud tactics and the questions to ask yourself before you click, call or send money:

raymondjames.com

10/23/2026

Could you be sharing more than you mean to on social networks? These tips can help keep you safe as you cultivate community online:

raymondjames.com

10/21/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

10/20/2026

Legacy planning is about more than transferring assets. It is also about preserving the stories, values, milestones, and intentions that give those assets meaning.

That is why I have chosen to make Total Family available to my clients at no additional cost. It gives families a place to capture what matters most and helps me bring that understanding into our conversations about financial and investment decisions.

If you are a client and would like an invitation, please reach out.

Raymond James is not affiliated with Total Family. The services described are provided solely by Total Family, which is responsible for its own products and services. Raymond James is not recommending or endorsing Total Family or its products or services. Clients are not required to use Total Family and may choose any provider they determine is appropriate for their needs

10/16/2026

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these five beginner-friendly uses for AI:

raymondjames.com

10/15/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
https://www.raymondjamesconnect.com/aa0cRx

10/14/2026

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com