Stacey Bendfelt

An expected or unexpected increase in wealth can bring both joys and challenges. Explore what it takes to navigate a significant wealth event.

Mastering a significant wealth event raymondjames.com

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.

Crafting a retirement that evolves with you raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 23, 2024 www.raymondjames.com

As technology has advanced and brought new capabilities, so have the methods employed by scammers. Check out these common scams – and how to avoid them.

10 common scams and how to avoid them raymondjames.com

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Infographic: Debunking Social Security myths raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 16, 2024 www.raymondjames.com

The tax space for retirees might look a little different than you think. To maximize efficiency and prepare for the transition, it's important to consider the tax implications of your particular situation with the following in mind:

Tailor your taxes for retirement raymondjames.com

For affluent investors, taking risks may not be quite so risky after all. Learn why.

Identify the connection between net worth and risk tolerance raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 9, 2024 www.raymondjames.com

Demographic trends pose challenges for Social Security, and its reserves are projected to deplete by 2035. Without intervention, future retirees may face reduced benefits by an estimated 23%. Learn more about Congress's potential solutions.

Social Security's uncertain future? raymondjames.com

How can you pay off your credit card debt while minimizing your interest payments? Here are some strategies to keep in mind that may help you find your debt-free path.

Pay off debt with a plan in mind raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 2, 2024 www.raymondjames.com

While election news dominated July's headlines, small-cap stocks had their best monthly performance relative to large-cap stocks since December 2000.

Small-cap stocks bolstered by possibility of interest rate cuts raymondjames.com

The topic of substance abuse is delicate and particular from family to family. However, it's an important element of estate planning for families with a history of substance abuse.

Should your estate plan address addiction? www.raymondjames.com

High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by half. Read why now may be a good time to review your estate and gifting plans.

Will the sun set on generous estate and gift tax exemptions in 2026? www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: July 26, 2024 www.raymondjames.com

Does your business rely heavily on one vital contributor? What would happen if you lost that person? Learn how key person insurance can help you maintain continuity and protect your business.

Protecting your business from the loss of a key contributor www.raymondjames.com

Want your children to learn life skills that will make them confident, resilient adults? You can teach them about business early. Here are four ways:

Four ways to teach your kids about business www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: July 19, 2024 www.raymondjames.com

How cyber savvy are you? No matter where you rank, learn how to defend yourself and safeguard your assets:

How cyber savvy are you? www.raymondjames.com

If it feels like your objects own you, and not the other way around, review these tips to free yourself. You might be surprised at how letting go of the past makes way for the future you've pictured for yourself.

Buckle up and pare down: Shed the excess clutter www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: July 12, 2024 www.raymondjames.com

The longer we live in retirement, the more challenging it is to course correct if need be. One way to ensure that you're on track for a fulfilling retirement is to conduct a mid-retirement review.

A mid-retirement check-in www.raymondjames.com

Teaching kids about money can be difficult or uncomfortable, but lessons in financial literacy can benefit them for a lifetime. Here is a guide to some of the milestones and lessons you can use to teach the little ones in your life.

The lasting benefit of financial literacy www.raymondjames.com

Let freedom ring! Let us appreciate the liberty we have and honor those who protect it. We hope you have a wonderful Independence Day!

More money, more planning. Explore how significant wealth can invite risk into unexpected areas of your life.

The risk inverse: Why – despite what you might think – more money means more planning www.raymondjames.com

June saw the first significant pullback and possibly the end of AI stocks' rocket-like growth. If they slow down, will the whole market decline or will the laggards get enough action to keep the index relatively flat? Read more in my monthly market recap.

Mega-cap tech stocks continue to lead the way raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: June 28, 2024 www.raymondjames.com

In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens.

4 priceless money lessons for kids www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: June 21, 2024 www.raymondjames.com