Adams Wealth Partners

06/03/2026

A 529 plan can be one of the most powerful tools for helping a child prepare for future education expenses—and the earlier you start, the greater the potential impact.

In the latest episode of the Retire While You Work® podcast, Carson and Myles discuss why starting a 529 plan early matters, how these accounts work, and the benefits they can provide over time.

Watch the full episode here: https://youtu.be/5a5ohLFtbSw

Check out this graphic for key tips on opening a 529 plan and learn how tax-advantaged savings today can help create more opportunities for a child's future.

06/02/2026

College costs have risen dramatically over the years, making it one of the most inflated expenses many families will face.

Carson breaks down a viral inflation chart and discusses why rising education costs make it so important to start saving early. The sooner you begin, the more time your money has to grow and help offset future college expenses.



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529 plans come with fees and expenses, and there is a risk they may lose money or underperform. Most states offer their own 529 programs, which may provide benefits exclusively for their residents. Please consider whether the state plan offers any tax or other benefits. Tax implications can vary significantly from state to state. Tax laws and provisions may change at any time. Death of the contributor prior to the end of the five-year period may result in a portion of the contribution to be included in the contributor’s estate. Please consult a qualified tax professional to discuss tax matters. State tax treatment of K–12 withdrawals is determined by the state(s) where the taxpayer files state income tax. Please consult with a tax advisor for further guidance.

05/29/2026

On this episode of the Retire While You Work® podcast, Carson Odom and Myles Zueger dive into the importance of starting early when it comes to saving for college. In recognition of 5/29 Day, they break down how 529 plans work, why time and consistency can make a major difference, and how even small contributions today can help reduce the burden of student loan debt in the future.

View the episode here:

On this episode of the Retire While You Work® podcast, Carson Odom ...

05/28/2026

Join us for our Summer 2026 Market Update on July 28th at Richland Country Club featuring Matt Orton, CFA®, Chief Market Strategist at Raymond James.

Matt will share insights on the current state of the economy and markets, along with perspectives on where things may be heading next.

Lunch begins at 11:30 AM with the presentation starting at 12:00 PM.

Click the link here register to RSVP: https://calendly.com/team-adamswealthpartners/summer-market-update/2026-07-28T11:30:00-05:00?month=2026-07&date=2026-07-28 — we hope to see you there!

05/27/2026

David Adams recently contributed insights for the AARP article, “5 Big Mistakes People in Their 50s Make While Saving for Retirement,” sharing perspective on common retirement planning pitfalls and strategies to help individuals prepare for the future with greater confidence.

Read the full article here:

Watch out — these pitfalls could derail your well-laid plans

05/26/2026

Nick is breaking down “Trump Accounts” in a new three-part reel series, covering what they are, how they work, and the potential role they could play in helping families save for future education expenses and other long-term goals for children.

05/25/2026

Join us in wishing Carson a very happy birthday! 🎉

05/22/2026

A quick recap of the team at the Raymond James Elevate Conference in Las Vegas — learning, connecting, and exploring new ideas around AI, the markets, and the future of the client experience.

05/22/2026

Join us on June 4th at 9:30 AM for our upcoming webinar, Health and Wealth: The Power of the Fork, where Michelle Norris will share simple, practical ways to add more vibrant, healthy years to your life through nutrition.

This practical and eye-opening conversation is designed to help you feel informed, inspired, and ready to make meaningful changes — without overcomplicating healthy eating.

Because the life you’re building your wealth for deserves to be a healthy one, too.

Register here: https://raymondjames.zoom.us/webinar/register/WN_RMrY7MKaQe28wqgK2dZRmA #/

05/21/2026

Anthony, CFA®, breaks down the market’s rapid recovery after March’s sharp correction and explains why the fundamentals never deteriorated as much as the headlines suggested.

He discusses oil prices, earnings estimates, valuation levels, and why the market may have briefly presented a strong long-term buying opportunity despite investor fear and volatility.