Kati White-Hartman

09/02/2026

I'm so excited to share what I've been working on this summer! Earning the Accredited Behavioral Finance Professional™ designation was something I wanted to do so I can help add further value when I meet with clients.
Money is emotional, and people often make decisions based on more than just logic. Understanding the why behind money decisions can help us reframe our feelings and make better choices.
I'm excited to bring my newfound knowledge into my everyday practice.

08/31/2026

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

raymondjames.com

08/29/2026

For many people, retirement planning begins with a 401(k) or IRA.

But what happens when you've already maximized those opportunities?

You may want to explore additional strategies that can help create flexibility, diversify future income sources, and support your long-term goals.

The key isn't replacing what's already working. It's understanding how different planning tools may complement your existing strategy.
Let's have a conversation.

08/27/2026

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.
If you're ready to start planning your legacy, let's talk.

08/25/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

08/23/2026

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

raymondjames.com

08/21/2026

Many families assume they won't qualify for financial aid and skip the FAFSA altogether. However, completing the application may open the door to grants, scholarships and other opportunities that could help reduce education costs.

With the process now simpler than in years past, it may be worth taking the time to explore what's available.
https://www.raymondjamesconnect.com/5nzRq

08/19/2026

Making time for wonder is not just for children. Explore how embracing curiosity and simple pleasures can support well being and help you reconnect with what matters most:

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08/17/2026

The Federal Reserve's shift toward a smaller balance sheet and less forward guidance could mark a turning point for markets. As policy uncertainty rises, investors may need to prepare for higher volatility across rates, credit, and equities.
https://www.raymondjamesconnect.com/awzeq9

08/15/2026

The future of retirement is active, creative and full of opportunities. Side hustles let you pursue your passions with purpose while earning income. Discover what sparks excitement and joy for you:

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