Raymond James - Financial Advisor: Debi Gregory

10/09/2026

Medicare's Income-Related Monthly Adjustment Amount (IRMAA) can affect what some individuals pay for Medicare coverage. Understanding how income may impact future premiums can help support more informed retirement and tax planning decisions. Consider a Medicare coverage review with Chapter to better understand your options and make sure your plan continues to provide the support and benefits that matter most to you. Read the one-pager to get started.

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10/08/2026

Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to help families save for education expenses:

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10/03/2026

From data centers to regulation, AI is becoming an increasingly important policy issue. Raymond James Washington Policy Analyst Ed Mills discusses what that could mean for markets:

09/25/2026

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

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09/23/2026

October is Cybersecurity Awareness Month, a reminder that protecting your hard-earned assets is more important than ever. EverSafe®* monitors bank and investment accounts, credit cards and your credit file, with optional real estate and email monitoring available for additional protection, providing personalized alerts when suspicious activity is detected. I'd be happy to discuss ways to help strengthen your financial protection and connect you with EverSafe, if you'd like to learn more about their services.

Raymond James is not affiliated with EverSafe®

09/21/2026

Scammers are constantly evolving their tactics, making vigilance essential. During Cybersecurity Awareness Month, we're highlighting EverSafe®*, a service designed to help identify unusual financial activity and alert you to potential concerns. Let's talk about ways you can take a proactive approach to protecting your financial life and personal information.

Raymond James is not affiliated with EverSafe®

09/18/2026

Older adults are often at increased risk for financial fraud and exploitation, making awareness and monitoring especially important. This Cybersecurity Awareness Month, we're highlighting EverSafe®*, which includes specialized protections designed to help identify suspicious activity and support seniors and their families. Reach out if you'd like to discuss strategies for helping protect yourself or a loved one from identity theft, scams and financial exploitation.

Raymond James is not affiliated with EverSafe®

09/16/2026

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

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09/14/2026

Keeping up with your favorite sports may require more subscriptions than ever before. Learn why viewing options are becoming increasingly fragmented and what it means for consumers:

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09/11/2026

The cost of education can extend far beyond graduation. Student loan debt may affect major financial milestones, from purchasing a home to starting a family. Planning ahead can help reduce the need for borrowing and create flexibility for future goals.
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