Florence Smith, CFP, MBA, Financial Advisor with Raymond James

07/10/2026

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

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07/09/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

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07/02/2026

Think you're behind on retirement savings? You're not alone. The reality is most Americans are playing catch-up—but the good news is, it's never too late to start building your future.
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07/01/2026

Employees don't necessarily need more information. They need clearer information.

As benefit offerings become more sophisticated, helping employees understand how their retirement plan, match and financial wellness resources fit into their overall financial picture can make a meaningful difference.

Simplicity drives engagement.

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06/30/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

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06/29/2026

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities:

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06/26/2026

Retirement isn't the finish line—it's a new beginning.

With people living longer than ever, retirement can last decades, making it more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's pursuing an encore career, giving back through volunteering, learning something new, or deepening relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

raymondjames.com

06/25/2026

A strategic approach to charitable giving can help amplify your company's values and community impact. Explore how donor advised funds can bring greater flexibility and efficiency to corporate philanthropy:

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06/24/2026

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

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06/22/2026

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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