Kati White-Hartman

06/08/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

06/06/2026

As you prepare for retirement, don't forget to factor in the intangibles:

forbes.com

06/04/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

06/02/2026

Happy Pride Month! Honoring the voices, stories and impact of the LGBTQ+ community today and every day.

05/31/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

05/29/2026

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

raymondjames.com

05/27/2026

Learn five ways to manage risk and stay on track during stock market volatility, from asset allocation to cash buffers.

troweprice.com

05/25/2026

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

05/23/2026

As you get closer to retirement, there are important milestones that come as you celebrate specific birthdays. Read this Retirement Planning Milestones resource to learn more about the financial milestones that may be coming up.

massmutualascend.com

05/21/2026

Record profitability, strong earnings and steady economic activity are supporting equity market momentum. Raymond James Chief Investment Officer Larry Adam shares why these factors are driving an updated S&P 500 year-end target.