Adam Stalcup, CFA, CFPr

Adam Stalcup, CFA, CFPr My team and I help motivated people have better lives and clearer finances.

Estate planning is often viewed as a financial exercise.In reality, it's deeply personal.It's about ensuring your wishes...
09/02/2026

Estate planning is often viewed as a financial exercise.

In reality, it's deeply personal.

It's about ensuring your wishes are understood, your values are reflected, and the people you care about are considered in the way you've intended.

Some of the most important planning conversations aren't about wealth. They're about what matters most.

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/01/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

If you're earning a strong income, you may have discovered that building wealth involves more than simply earning more.B...
08/31/2026

If you're earning a strong income, you may have discovered that building wealth involves more than simply earning more.

Balancing today's priorities with tomorrow's goals requires intentional planning and a strategy designed around your unique circumstances.

Exploring different planning opportunities may help create greater flexibility and confidence for the future.

A strong income is important. A plan for putting it to work can be even more valuable.

The legacy you leave behind isn't measured only by financial assets.It's also reflected in your values, your priorities,...
08/28/2026

The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit...
08/27/2026

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it:

raymondjames.com

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?
08/18/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

raymondjames.com

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:
08/17/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an i...
08/07/2026

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

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Forest, VA
24551

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