Adam Stalcup, CFA, CFPr

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

10/26/2026

While 18 years may sound like a long time, the window to save for future education expenses can pass quickly. Starting early can help families take advantage of time, compounding and the tax benefits available through a 529 plan.
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The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affec...
10/26/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

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Could you be sharing more than you mean to on social networks? These tips can help keep you safe as you cultivate commun...
10/23/2026

Could you be sharing more than you mean to on social networks? These tips can help keep you safe as you cultivate community online:

raymondjames.com

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these fiv...
10/22/2026

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these five beginner-friendly uses for AI:

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Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
10/21/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

Key person insurance protects a business against the death or disability of a major contributor. It can also be used to ...
10/20/2026

Key person insurance protects a business against the death or disability of a major contributor. It can also be used to address the other "D" risk – departure – by rewarding loyalty with a retirement bonus.

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Even if you're satisfied with your current Medicare coverage, a yearly review can be time well spent. Explore key questi...
10/19/2026

Even if you're satisfied with your current Medicare coverage, a yearly review can be time well spent. Explore key questions and resources to help you evaluate your options:

raymondjames.com

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of yo...
10/15/2026

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of your retirement accounts and keep your savings goals on track:

raymondjames.com

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageo...
10/14/2026

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts,...
10/13/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
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312 Brook Park Place
Forest, VA
24551

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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+14343005760

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