Raymond James Riverdale

10/20/2026

Estate planning isn't just for later in life — it's for anyone whose situation has changed. Three things worth a quick review this week: your beneficiary designations (still the ones from before the transition?), whether your will or power of attorney reflects your life today, and who's listed as your emergency contact on your accounts. Ten minutes now beats a scramble later. Which one are you checking first?

10/16/2026

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

10/15/2026

If it's been a while since you looked at your beneficiaries or your goals, that's usually the first thing I ask about.

10/13/2026

The last quarter of the year has a way of moving fast — open enrollment, the holidays, year-end deadlines all stacked up. Before it gets away from you, three numbers worth a quick look: what you've actually spent versus budgeted this year, where your emergency fund stands, and how close you are to any goal you set back in January. Which one are you checking first?

10/08/2026

Credentials matter, but so does how they're put to use — that's what I try to bring to every conversation.

10/06/2026

A general financial license doesn't automatically prepare someone for the specific questions that come up during divorce — how a settlement affects taxes, what happens to retirement accounts, how to divide a home. CDFA® training is built around exactly those questions. What would you want your advisor to be trained in specifically?

10/02/2026

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow and circumstances change. Explore practical ways to strengthen communication, navigate challenges and maintain lasting connections:

raymondjames.com

10/01/2026

A reminder that the money side of a major life change deserves its own plan, not an afterthought.

09/29/2026

A first conversation with a CDFA® isn't about having a plan already — it's about laying out what you know, what you don't, and what matters most to you right now. That usually means walking through assets, timelines, and what a settlement could mean down the road, at whatever pace feels right. What's one question you'd want answered first?\