Family Legacy Wealth Partners with Raymond James

06/01/2026

Losing a loved one is never easy and, in the midst of grief, important decisions can feel overwhelming.

Our latest article offers a compassionate, step by step guide to help you navigate the financial and practical responsibilities that follow a loss, so you can focus on what matters most: healing and supporting those around you.

If you or someone you know is facing this difficult time, we're here to help.

Read more by clicking the link

raymondjames.com

05/29/2026

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.

As state-mandated retirement programs roll out, many employers are using this moment to reassess their strategy and explore broader solutions, like a 401(k), that go beyond minimum requirements.

State-sponsored programs are designed to help employers satisfy minimum compliance requirements. Depending on plan design, employer-sponsored plans may offer additional flexibility and control compared to some state-sponsored programs — which employers often consider as part of broader recruitment, retention, and total rewards strategies.

Click the brochure to learn which states are affected and what the new retirement mandates could mean for your business.

raymondjames.com

05/28/2026

Our very own Robin was able to attend the STEER Top 100 Awards Dinner at Elevate, where participants, guests and leadership came together to celebrate this outstanding accomplishment. Congratulations to all Top STEER participants! Great job Robin!

04/17/2026

Caring for a loved one can feel overwhelming, but you don't have to do it alone. I'm here to be your partner and resource throughout your caregiving journey.

My clients receive complimentary access to Cariloop's Caregiver Support Platform®, designed to help you navigate caregiving with confidence and clarity. With Cariloop, there are expert caregiving plans that provide step-by-step guidance, a robust resource library with content from licensed coaches, secure tools to organize care and community channels for peer and expert support.

Planning for life's challenges is just as important as planning for your financial future. Let's talk about how I can support you and your loved ones every step of the way.

raymondjames.com

04/15/2026

Not sure what to do with your employer retirement plan now that you've left the company? Here are some options to consider before you make a move:

raymondjames.com

04/13/2026

Financial wisdom starts early. The habits kids learn today can shape their relationship with money as adults. From saving coins in a jar to understanding debt, explore 10 age-specific lessons for guiding your children toward lifelong financial success
https://www.raymondjamesconnect.com/64uD6 https://www.raymondjamesconnect.com/aLfbbs

04/09/2026

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick:

raymondjames.com

04/07/2026

Retirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas to help you thrive in this new phase of life:

raymondjames.com

03/25/2026

A well-qualified tax professional can help you navigate evolving laws while identifying strategies that support your goals. Find out how to evaluate experience, credentials and approach.

raymondjames.com

03/23/2026

With nearly 40% of U.S. workers not on track to maintain their lifestyle in retirement, employers have an opportunity to play a pivotal role in improving long‑term outcomes. Employee‑focused plan design, supported by automated features that help employees start earlier and save more consistently can strengthen retirement readiness while reducing the significant financial strain caused by delayed retirements.

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