Blue Granite Wealth - Raymond James Financial Services

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

04/17/2026

Now that April 15th's tax deadline is behind us, it may be time for some financial spring cleaning. Here is a checklist of simple steps that can help refresh your finances:

✅ Revisit your budget
• Make sure it still fits your current circumstances and what you value most
• Revisit each category and decide what adjustments may be needed
• Keep it realistic so you're more likely to stick with it
✅ Check account balances
• See where your checking and savings really stand
• Consider simplifying by consolidating old or unused bank accounts
✅ Review your subscriptions
• Look for streaming services, apps, or memberships you barely use
• Can't remember what you're subscribed to? Check your credit card or bank statements for recurring charges
✅ Review bills and due dates
• Avoid late fees by setting reminders or autopay
• Confirm amounts haven't increased unexpectedly, and shop around if you haven't reviewed them in a while
✅ Organize your documents and passwords
• Tax time just finished, file what you need and securely discard what you don't
• Even small reductions add up over time
✅ Revisit your financial goals
• Have they changed, how are you progressing
• Set one short-term goal, keep it realistic and achievable within 60–90 days

A little cleanup now can create more clarity and confidence. If you'd like to review any of these areas or need help creating a plan, we're happy to schedule time to meet and walk through it with you!

03/25/2026

Amid oil disruption and elevated gas prices, the US economy shows resilience. Raymond James Chief Investment Officer Larry Adam explains the market dynamics.

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03/24/2026

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick:

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02/24/2026

Being intentional about saving is a great first step in preparing for retirement.

troweprice.com

02/06/2026

If you lost your home to a natural disaster, would you relocate or rebuild? Explore the factors that could change your mind:

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01/19/2026

Today we celebrate the life and vision of Dr. Martin Luther King Jr., let us strive to uphold his dream of equality and justice for all.

01/05/2026

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

raymondjames.com

12/31/2025

Wishing everyone a bright new year ahead!

11/26/2025

Here's to good food, great company and meaningful moments. Happy Thanksgiving!