Sunstone Wealth Management

10/15/2026

Social Security recipients will receive a 3.6% COLA increase in 2027, providing an average monthly benefit increase of approximately $75 and helping retirees keep pace with rising costs

See link below to learn more:

https://www.ssa.gov/news/en/press/releases/2026-10-14.html

10/14/2026

www.lifehealth.com

10/06/2026

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these five beginner-friendly uses for AI:

raymondjames.com

10/01/2026

The team behind the plan. 💙 From answering questions to building personalized strategies, we're here to help our clients feel informed, supported, and confident about their financial future.

09/30/2026

The final stretch of the year is here. There's still time to make meaningful progress toward your financial goals. ✨

09/29/2026

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:

raymondjames.com

09/28/2026

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:

raymondjames.com

09/21/2026

If you own a family business, you know it's much more than a source of income.

It's a legacy, a livelihood, and often a vision that spans generations.

The question is whether your business is prepared for a future transition. Succession planning may not always feel urgent, but it can be one of the most important conversations you have.

Planning today can help protect what you've worked so hard to build.

09/17/2026

Having a plan in place today can help your loved ones navigate tomorrow with greater clarity.

09/17/2026

Retirement benefits aren't just a perk, they are a strategic asset. A well-aligned retirement plan can help boost engagement, attract and keep top talent, and aid employees in their financial goals. This October, consider a retirement plan as a tool to support both your employees and your long-term goals.