Nelson Financial Services, Inc.

07/22/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.

raymondjames.com

07/15/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

raymondjames.com

07/08/2026

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

raymondjames.com

07/01/2026

Happy 250th Birthday, America!🎆

In observance of Independence Day, our office will be closed on Friday, July 3rd, as the holiday falls on Saturday this year. The financial markets will be closed as well.

This Independence Day is especially meaningful as we celebrate 250 years of American independence. It's an opportunity to reflect on the courage, perseverance, and freedoms that have shaped our nation since 1776. While our beautiful country continues to face historical challenges and change, we're reminded that generations before us have met their own defining moments with resilience, determination, and community.

We hope you enjoy a safe and relaxing holiday spent with family and friends as we celebrate this historic milestone.

Happy Independence Day from all of us at Nelson Financial Services, Inc.!

06/24/2026

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

06/18/2026

Our office will be closed on Friday, June 19th in observance of Juneteenth, and the financial markets will be closed as well.

This day commemorates the end of slavery in the United States and is a time to reflect, learn, and honor the significance of freedom for all.

We will reopen and resume normal business hours on Monday. We appreciate your understanding and wish you a meaningful Juneteenth.

06/17/2026

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.
https://www.raymondjamesconnect.com/aOmYqx

06/10/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

06/03/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

05/27/2026

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.

As state-mandated retirement programs roll out, many employers are using this moment to reassess their strategy and explore broader solutions, like a 401(k), that go beyond minimum requirements.

State-sponsored programs are designed to help employers satisfy minimum compliance requirements. Depending on plan design, employer-sponsored plans may offer additional flexibility and control compared to some state-sponsored programs — which employers often consider as part of broader recruitment, retention, and total rewards strategies.

Click the brochure to learn which states are affected and what the new retirement mandates could mean for your business.

raymondjames.com