Kati White-Hartman

07/18/2026

One of the most common misconceptions about 529 plans is that they're only for college tuition. In reality, 529 plans can offer more flexibility than many families realize, supporting a variety of education-related expenses and pathways.
https://www.raymondjamesconnect.com/FfisH

07/16/2026

Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational impact by aligning wealth with personal values to create a living, empowering legacy:

raymondjames.com

07/14/2026

A solid financial plan is built to weather the storms. Want to create a roadmap for your financial future? I'm happy to help.

advisorperspectives.com

07/12/2026

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

raymondjames.com

07/10/2026

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

raymondjames.com

07/08/2026

Help clients align money, build trust, and strengthen outcomes with smarter budgeting, communication, and shared goals

transamerica.com

07/06/2026

Incorporating sustainability into your business strategy can benefit both your bottom line and the environment. Discover actionable ways to make a meaningful impact while supporting long-term business success:

raymondjames.com

07/04/2026

250 years in the making. Wishing you a happy and memorable Fourth of July.

07/02/2026

Raymond James Chief Investment Officer Larry Adam highlights three market dynamics supporting a constructive outlook for investors in the second half of 2026.

06/30/2026

Act now: hidden retirement costs can erode client wealth—proactively plan for taxes, healthcare, and income risks

transamerica.com