Heyser Financial of Raymond James

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

Today, we celebrate the fathers and father figures who have guided us on our journeys and changed our lives for the better. Happy Father's Day!

Timing discussions around money while clearly communicating your financial values with heirs can be tricky. Explore a range of insights to get the conversation started with your heirs:

Foster financial literacy and family values www.raymondjames.com

Our office and the markets are closed Monday, May 27, in observance of Memorial Day. Please join us in remembering those who gave their lives in service to our country.

Raymond James has been recognized on FORTUNE's 2024 America's Most Innovative Companies List! We're proud to work at a firm where technological innovation is valued.

Learn more:
https://fortune.com/ranking/americas-most-innovative-companies/search/

Raymond James recognized on FORTUNE's 2024 America's Most Innovative Companies List fortune.com

Being single doesn't make estate planning any less important. Find out what steps you should be taking and why.

Estate Planning For Singles www.kiplinger.com

When love is in the air, it's important that you help your clients maintain a level head. Here's what they should be considering for their estate plan before getting married.

5 Ways to Protect Clients' Estate Wishes Before They Get Married | ThinkAdvisor www.thinkadvisor.com

Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there.

More retirees crossing state lines – here's where they're going 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

The S&P 500 closed above 5,300 for the first time on record on Wednesday, marking the 23rd record close year-to-date. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: May 16, 2024 grapevinesix.s3.amazonaws.com

Happy Mother's Day! Today, we celebrate the mothers and mother figures who have changed our lives for the better through their unconditional love and support.

Thinking of joining a nonprofit board or creating your own? Discover what business leaders and entrepreneurs should know about the nonprofit sector to have the greatest impact.

Take your business skills to the nonprofit sector www.raymondjames.com

Earth-focused investments are on the rise with new technologies and a greater focus on sustainable business practices. In honor of Earth Day, check out these opportunities for investing in our planet. Learn more: raymondjames.com/commentary-and-insights/sustainable-investing-resources

Strategic, effective philanthropic endeavors require a combination of planning and action. If you're unsure where to start in your giving journey, consider these ideas.

Define your personal philanthropic mission www.raymondjames.com

Planning for the possibility of long-term care and considering who will make decisions if you can't is not simply smart, it is necessary. And that planning now – before you have the need or are unable to share your wishes – is essential.

Protecting your Social Security payout www.raymondjames.com

The complexities of estate planning can seem daunting, but having your affairs in order is essential for protecting your goals and legacy.

Don't let estate blunders get in the way of your wishes www.raymondjames.com

Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. Here are some ideas to get you started.

Opportunity blooms in tax season www.raymondjames.com

As we celebrate Earth Day, I invite you make time to connect with nature and explore ways to embrace sustainability in your everyday life. Whether it's planting a tree, collecting recyclables or simply going for a walk outdoors, there are plenty of ways to participate and make a positive impact for future generations.

A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's good news: You don't have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

Five habits of 401(k) millionaires [INFOGRAPHIC] www.raymondjames.com

Unexpected expenses of any sort can be a real stressor to your budget and financial plan. If you receive a tax bill you weren't expecting, here are a few tips and strategies to keep your long-term plan in place.

Unexpected tax bill? Avoid compromising your long-term plan www.raymondjames.com

By understanding and embracing our differences, we can forge stronger connections. This April, and always, we invite you to celebrate diversity in all its forms and its importance in building a more united world.

Help protect your assets from an heir's divorce by putting these safeguards in place:

Help safeguard your assets from a beneficiary's divorce www.raymondjames.com

For the 13th time, Raymond James has been recognized as a Top Workplace by the Tampa Bay Times. We're proud to work at a firm where associates create and value our strong, resilient culture. Learn more:
https://www.raymondjamesconnect.com/a-1wl8

"Age may just be a number, but when it comes to retirement, it matters." In a recent Raymond James article titled "What Time Is the Right Time for Retirement?," we delve into the critical considerations surrounding retirement planning and longevity, like lifestyle alignment, financial preparedness, health and well-being, market volatility and more. There's no one-size-fits-all answer, that's why Raymond James offers a wide variety of longevity planning resources to help your unique circumstances and aspirations. Read the full article for deeper insights and actionable steps toward a rewarding retirement journey.

What time is the right time for retirement? www.raymondjames.com

While electric vehicles (EVs) may be top of mind when it comes to sustainability, they're not historically synonymous with design and performance. However, automotive manufacturers are placing greater focus on designing EVs with the consumer in mind.

Electric vehicles pull out all the stops to attract drivers www.raymondjames.com

Identity thieves are stealing other people's personal information and using it to file tax returns. Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.

Protect yourself and your parents from tax fraud www.raymondjames.com

Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones that can impact your taxes.

Life-changing events change your taxes, too www.raymondjames.com

Wishing a happy Easter to all who celebrate. I hope this time of love and reflection helps you reconnect with the things that matter most in your life and those you share it with.