Bobby Barrett, AAMS, AIF - Financial Advisor - Raymond James

05/06/2026

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together:

raymondjames.com

05/04/2026

True longevity planning looks beyond the balance sheet to help clients prepare for longer, more meaningful lives. Health, purpose, relationships and lifestyle choices all play a critical role in how fulfilling those years will be.

That's why I use longevity planning resources to help clients align their financial strategy with the life they want to live, not just the numbers they want to hit.

Because planning for the future means planning for how you'll live, not just how long your money will last.

raymondjames.com

05/01/2026

Think twice before buying that $1,000 TV on a credit card. High-interest rates and monthly payments can turn a good deal into costly debt. Avoid bad debt and safeguard your financial health!

invesco.com

04/29/2026

Once investors turn age 73, they will need to take required minimum distributions (RMDs) from most retirement accounts, whether they need the money or not.

troweprice.com

04/27/2026

Women control more wealth than ever—advisors who engage them early can close gaps and grow relationships

transamerica.com

04/23/2026

cnbc.com

04/21/2026

fastcompany.com

04/20/2026

It's time to evaluate your business' online presence. These steps will help you grow your digital footprint and your business:

raymondjames.com

04/17/2026

Sophisticated investors often need lending strategies as multifaceted as their wealth. Discover how tailored lending can provide flexibility, liquidity and opportunities to keep assets invested and growing:

raymondjames.com

04/15/2026

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