Midwest Wealth

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward.

Plan beyond the present raymondjames.com

Had such a fun visit with the Life97.9 team creating some new recordings!

Summer break? Not for your finances. These five to-dos will help ensure you stay on track.

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

Private foundation vs. DAF: Are you driving the right giving vehicle? raymondjames.com

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. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

HSA users save 23% more in retirement accounts than non-HSA users. fidelityworkplace.com

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

Social Security survivor benefits: 6 things to remember raymondjames.com

Rapid advances in AI, geopolitical tensions and trade uncertainty have amplified headlines and investor sentiment. Raymond James Chief Investment Officer Larry Adam examines market dynamics and why staying disciplined remains essential.

Investing outlook: discipline over emotion raymondjames.com

While global supply disruptions push gas prices higher, American consumers are far less reliant on gasoline than in the past. Learn more about gas price volatility's impact on US consumers:

What drives gas price volatility and how it impacts US households raymondjames.com

An expected or unexpected increase in wealth can bring both joys and challenges. Having a plan can help make the most of newly acquired wealth.

Mastering a significant wealth event raymondjames.com