Patel Wealth Partners

06/24/2026

forbes.com

06/23/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

raymondjames.com

06/22/2026

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. Whether it's pursuing an encore career, giving back through volunteering, learning something new, or deepening relationships, there are many ways to create fulfillment in this next phase.

I'm 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, I'd be happy to connect.

raymondjames.com

06/22/2026

Equity futures point to a flattish opening this morning as investors monitor mostly optimistic updates on negotiations between the U.S. and Iran coming off the long holiday weekend.

Read more in the Morning Brew.

amazonaws.com

06/19/2026

tucson.com

06/18/2026

cbsnews.com

06/18/2026

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.

amazonaws.com

06/17/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

06/16/2026

was the perfect opportunity to spotlight a growing challenge for today's workforce: balancing competing financial priorities, especially when it comes to education savings.

In this session, Raymond James professionals Kristen Koluch and Travis Brickfield break down how forward-thinking employers are reimagining education savings as part of a modern benefits strategy—supporting employees today while strengthening retention for tomorrow.

Missed the live session? Watch the webinar on demand today and earn 1 SHRM PDC credit.

shrm.org

06/15/2026

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies:

raymondjames.com