O'Neill Wealth Management

01/19/2026

We are honored O'Neill Wealth Management has been selected to the Forbes' 2026 Best-in-State Wealth Management Teams!

We are grateful to our clients & their families for putting their trust in us every day.

2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Please see https://bit.ly/40mwRVe for more info. https://www.raymondjamesconnect.com/aso6YK

06/28/2024

"Age may just be a number, but when it comes to retirement, it matters." In a recent Raymond James article titled "What Time Is the Right Time for Retirement?," we delve into the critical considerations surrounding retirement planning and longevity, like lifestyle alignment, financial preparedness, health and well-being, market volatility and more. There's no one-size-fits-all answer, that's why Raymond James offers a wide variety of longevity planning resources to help your unique circumstances and aspirations. Read the full article for deeper insights and actionable steps toward a rewarding retirement journey.

www.raymondjames.com

06/27/2024

Long-term care insurance can help you cover the costs so you can preserve your assets and ensure you receive a high standard of care

www.raymondjames.com

06/26/2024

Passing on your estate and your family legacy requires careful consideration. Learn about generation-skipping trusts to determine if it's the right estate planning tool for you:

www.raymondjames.com

06/25/2024

High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by half. Read why now may be a good time to review your estate and gifting plans.

www.raymondjames.com

06/20/2024

Reviewing your portfolio as a household can help reveal unintended overlap and ensure that you're on track.

www.troweprice.com

06/19/2024

Beneficiaries of 529 plans can get a jump on retirement if funds are not needed to cover education costs.

www.troweprice.com

06/18/2024

One reason for the discrepancy between retirees and pre-retirees could be that most pre-retirees have no idea how much money they're spending now and how much their planned lifestyle would cost

forbes.com

06/14/2024

Three of the five states – Florida, Texas and Washington – don't tax residents' income, which is an obvious draw for people whose earnings will decrease significantly in retirement

www.raymondjames.com

06/12/2024

Consider the full picture when deciding whether to hold on to your taxable investments.

www.troweprice.com

06/10/2024

Create an estate plan that benefits your heirs.

www.troweprice.com