Raymond James Riverdale

07/16/2026

The cost of education can extend far beyond graduation. Student loan debt may affect major financial milestones, from purchasing a home to starting a family. Planning ahead can help reduce the need for borrowing and create flexibility for future goals.
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07/13/2026

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.
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07/09/2026

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

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07/06/2026

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

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07/03/2026

A quarter millennium of big dreams. Happy Fourth of July! We will be closed today.

07/02/2026

Think you're behind on retirement savings? You're not alone. The reality is most Americans are playing catch-up—but the good news is, it's never too late to start building your future.
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06/29/2026

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:

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06/29/2026

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.

06/25/2026

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to risk management, insurance and wealth planning becomes increasingly important as assets grow:

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06/22/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

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