Carter Byford Wojtek Group of Raymond James

09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

09/08/2026

As longer lifespans create new stages of life, people are continuing to learn, contribute and pursue meaningful goals in ways previous generations may never have imagined. Yet assumptions about age can sometimes influence how others view a person's capabilities or the role they should play in important decisions.

Thoughtful planning can help ensure important decisions are guided by your goals and preferences, not assumptions about age. If you're thinking about future transitions, support systems or ways to maintain independence and purpose in the years ahead, let's start that conversation.

09/07/2026

Wishing you a safe and happy Labor Day!

09/04/2026

Put your retirement fund to work by turning it into retirement income. Learn more:

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08/28/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

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08/27/2026

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it:

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08/21/2026

Oil Nears A One-Month High As Washington Intensifies Economic Pressure On Iran. Meanwhile Retailers Highlight Earnings Boost From Tariff Refunds. CIO Larry Adam provides more perspective in today's Up & Adam.

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08/20/2026

A recent cybersecurity incident at TruStage highlights a hard truth: your retirement plan is only as resilient as the providers that support it.

The outage disrupted access to certain retirement and financial service platforms, reminding plan sponsors that third-party vendor risks can create operational, compliance, and fiduciary challenges when critical services become unavailable.

Now is the time to review your 401(k) plan, understand your fiduciary responsibilities and potential liabilities, and evaluate whether your current provider continues to meet the needs of your organization and employees. If your plan has been affected by recent service disruptions, it may also be time to explore alternative providers.

Don't wait for the next outage. Review your plan before it becomes a larger problem.

Contact us to discuss a fiduciary review of your retirement plan and provider relationship.

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08/18/2026

New data offers insight into the state of the housing market, and retail earnings come into focus. CIO Larry Adam provides more perspective in today's Up & Adam.

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08/12/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

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