Scott Smith Financial Advisor with Raymond James

09/02/2026

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.

09/01/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

08/31/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

raymondjames.com

08/29/2026

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've worked hard to build.
Today's decisions around wellness, preventive care, and healthcare planning can influence both your future lifestyle and financial needs. The Health Portfolio Framework encourages a new way of thinking about health as an investment in your longevity and well-being.
Through Raymond James' support of the MIT AgeLab Preparing for Longevity Advisory Network (PLAN), we're able to bring forward innovative research that helps connect health, longevity and financial planning.

Swipe to learn more.

08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

raymondjames.com

08/27/2026

Think extracurriculars are just about filling up your resume? Learn why colleges value impact, leadership and authentic interests over a long list of activities, and how to build a stronger application.

08/26/2026

Ever wonder what admissions officers actually see when they review your application? Discover how colleges evaluate students in context and what can make an applicant standout in a competitive pool.

08/25/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

raymondjames.com

08/24/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

08/21/2026

travelandleisure.com