Susan Franke, Financial Advisor

11/04/2025

Many retirees assume Medicare covers everything, but that's not the case. Dispel common Medicare myths and make sure you have the right coverage for your situation.

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10/30/2025

Social Security benefits will rise by 2.8% in 2026, helping nearly 71 million Americans keep pace with inflation. Learn what this increase could mean for your retirement income.

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10/29/2025

Staying safe online starts with awareness. This Cybersecurity Awareness Month, take time to understand complexities of common online scams and equip yourself with strategies to safeguard your digital presence.

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10/27/2025

Navigating Medicare's annual enrollment period can be daunting, but it's a crucial time to reassess your healthcare needs and ensure you're getting the best coverage. From October 15 to December 7, take the opportunity to compare plans, review changes, and make informed decisions that align with your health and financial goals.

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10/23/2025

After putting the care and consideration into preparing your estate documents, it's important to make those files findable for your heirs when the time comes. Here are some tips for coordinating this hand-off.

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10/22/2025

The United States federal government shut down today after lawmakers were unable to agree on funding allocations ahead of the September 30 deadline. While it may cause short-term disruptions, it could also present opportunities for investors. Learn more:

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10/21/2025

New tax laws for charitable giving don't take effect until 2026, but savvy philanthropists will want to consider whether to take advantage of current tax law in 2025.

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10/21/2025

Uncertainty surrounding the tariff situation and the ongoing government shutdown has introduced additional volatility into equity markets.

Read more in the Weekly Market Guide.

10/20/2025

Conventional wisdom sees debt as a setback. But for high-net-worth individuals, lending can help preserve long-term goals while meeting life's big moments head-on.

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10/17/2025

At Raymond James, relationships come first. I'm proud to be with a firm that empowers advisors to invest deeply in what matters most: clients.

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv. For J.D. Power 2025 award information, visit jdpower.com/awards.

10/17/2025

Before the year ends, take time to review your financial picture. This checklist highlights key deadlines and strategies to help you optimize your tax plan. Make the most of what's left of 2025:

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09/09/2025

After a strong summer rally, the equity market is showing signs of fatigue as it enters what has historically been the toughest month for markets. CIO Larry Adam looks at five emerging risks that could test investor confidence and stir volatility in his latest Weekly Headings.

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