Peck Bulgin Wealth Management of Raymond James

11/13/2026

Caregiving is a meaningful experience, but it can be stressful. These tips can help you navigate conversations with family members in a productive way:
https://www.raymondjamesconnect.com/a_wP1k

11/11/2026

Legacy planning is about more than transferring assets. It is also about preserving the stories, values, milestones, and intentions that give those assets meaning.

That is why I have chosen to make Total Family available to my clients at no additional cost. It gives families a place to capture what matters most and helps me bring that understanding into our conversations about financial and investment decisions.

If you are a client and would like an invitation, please reach out.

Raymond James is not affiliated with Total Family. The services described are provided solely by Total Family, which is responsible for its own products and services. Raymond James is not recommending or endorsing Total Family or its products or services. Clients are not required to use Total Family and may choose any provider they determine is appropriate for their needs.

11/11/2026

Today and every day, we honor the veterans who have served our country with courage and dedication.

11/09/2026

These tax-saving strategies could have a big impact on your business's bottom line. Can you implement any of these before the end of the year?

raymondjames.com

11/06/2026

For lives centered on found families, communities and favored causes, estate planning is a way to ensure your wishes and the things you value are honored today and into the future:

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11/04/2026

October is Cybersecurity Awareness Month — an opportunity to help plan sponsors reinforce the importance of protecting participants' retirement savings. The Employee Benefits Security Administration outlines 12 cybersecurity best practices, including risk assessments, employee training, strong access controls and incident response planning. Regularly reviewing these practices can help safeguard sensitive participant information and plan assets.

dol.gov

11/02/2026

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:

raymondjames.com

10/31/2026

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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10/28/2026

Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected:

raymondjames.com

10/26/2026

Scammers often rely on urgency to push people into quick decisions. Learn how to recognize 10 common fraud tactics and the questions to ask yourself before you click, call or send money:

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