Plunkett Wealth Advisors

09/11/2024

On this day, let us honor the lives lost and their families, and remember the heroes who responded. May their sacrifice never be forgotten.

08/30/2024

With financial stress driving down overall physical health, and poor physical health increasing financial stress with medical expenses and potentially hurting productivity at work. Learn how you can help your employees.

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08/29/2024

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning.

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08/28/2024

Just because you've reached retirement doesn't mean the potential for earning stops. Learn more about how you can turn your retirement funds into retirement income.

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07/25/2024

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:

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07/24/2024

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

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07/23/2024

Earnings season enters its second-busiest week, with 134 S&P 500 companies representing 22% of the market cap, set to report. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

07/22/2024

Positive bias in early trading, supported by pre-open gains in mega-cap and semiconductor stocks. President Biden announced his exit from the 2024 presidential race, and that he endorses VP Kamala Harris, who will seek the Democratic nomination. Read more.

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05/10/2024

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:

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05/09/2024

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05/09/2024

Living longer comes with more financial planning considerations – for example, the probability that you might require long-term care. Long-term care insurance can help you prepare. Learn about your options:

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03/26/2024

Blessings to you and yours on this Good Friday. While Raymond James offices and the markets are closed, you can access your accounts at any time through Raymond James Client Access.