Burkhart Wealth & Retirement of Raymond James

08/05/2026

Back-to-school season is here. For families planning for college, now is a great time to get organized and stay ahead of important financial to-dos.

Many families assume they won't qualify for financial aid and skip the FAFSA altogether. However, completing the application may open the door to grants, scholarships and other opportunities that could help reduce education costs.

With the process now simpler than in years past, it may be worth taking the time to explore what's available.
https://www.raymondjamesconnect.com/8_cPz

07/20/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

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07/02/2026

Just a friendly reminder our office will be closed Friday, July 3, for Independence Day. We hope everyone has a happy 4th and a great holiday weekend!

10/31/2025

Happy Halloween! We had such a great time at this year's Carlisle Elementary School Trunk or Treat - our team went all out as the Peanuts gang with our very own Lisa as Snoopy! We loved getting into the Halloween spirit and seeing all the creative costumes.

09/03/2025

A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's good news: You don't have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

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08/20/2025

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://go.rjf.com/4igasiW

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards

08/06/2025

Want your children to learn life skills that will make them confident, resilient adults? You can teach them about business early. Here are four ways:

raymondjames.com

07/24/2025

Retirement is a new chapter and your tax strategy should reflect that. Explore ways to reduce your tax burden and make the most of your retirement savings:

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07/18/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

raymondjames.com

08/12/2021

Hitting a financial rough patch? I am here for you. Let’s meet to find a way to make lemonade out of your situation.

[EDJ2021]