Laguna Wealth Services

06/25/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

raymondjames.com

06/24/2026

Retirement isn't the finish line—it's a new beginning.

With people living longer than ever, retirement can last decades, making it more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning.

We are sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, we'd be happy to connect.

raymondjames.com

06/18/2026

Join us in honoring Juneteenth and its significance in our shared history, while reaffirming our commitment to progress. Our office will be closed on Juneteenth in observance of the holiday.

06/15/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

06/13/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

06/11/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

06/09/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

06/03/2026

Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an encore career with confidence and clarity:

raymondjames.com

06/02/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

raymondjames.com

06/01/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future.

fidelityworkplace.com