Planning & Lifestyle

Financial Literacy is Important, Trust Us

April is National Financial Literacy Month and Mike Hines sat down with Judy Ross to discuss the importance of understanding trusts and which trust you should have. Having this information could save you millions - literally.

Updates on 529 Plans

In honor of National 529 Plan Day this quarter (May 29th) we wanted to take the opportunity to update you on several changes that have happened over the last few years.

Planning & Lifestyle

Things to Consider for the New Year

Key Financial Updates Coming in 2024

Ready to begin?

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Consolidated Planning Corporation. Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.