Phoenix Wealth Advisors

09/01/2026

Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to navigating common challenges faced by young adults, having the right resources can help families feel more confident and prepared.
With ARAG, you have access to educational resources that can help support these important conversations. Read the one pager to learn more about ARAG.
Want to discuss how these topics fit into your family's broader financial plan? Contact me to start the conversation and explore resources that may help.

raymondjames.com

08/27/2026

American families now take many forms as fewer adults marry or have children and more people build households outside traditional roles, reshaping how we think about care, connection and the future:

raymondjames.com

08/25/2026

theweek.com

08/20/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

raymondjames.com

08/18/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

raymondjames.com

08/13/2026

forbes.com

08/11/2026

inc.com

08/06/2026

Retirement planning is not just a personal milestone. Including your family in the conversation can help align expectations, clarify priorities and strengthen your long term financial plan.
https://www.raymondjamesconnect.com/abH0Rj

08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

07/30/2026

advisorperspectives.com