Family & Lifestyle

Young woman reviewing her finances, with a disappointed look.

Family & Lifestyle

5 Financial Mistakes to Avoid in Your 20s, 30s, and 40s

Financial wellness isn’t something that happens by chance—it requires careful planning and smart decision-making at every stage of life.

John Moulton Barn and Teton Range in Grand Teton National Park.

Family & Lifestyle

Family Vacations Reimagined

When you think about your childhood, do fond memories of family vacations flood your mind? There’s been a resurgence of family vacations – multigenerational trips where parents, adult children and even grandchildren plan an adventure together.

Pedestrian bridge in the woods with yellow leaves on the path in autumn.

Family & Lifestyle

5 Reasons Wealth Transfers Fail

Family coach and author Roy Williams surveyed more than 3,000 families and found that over 90% of family wealth transfers fail by the end of the third generation. But in this context, what does “fail” really mean?

Family & Lifestyle

How To Manage Debt Effectively

Managing debt can feel overwhelming, but it’s a crucial step towards financial stability. Whether it’s credit card debt, student loans, or a mortgage, understanding how to handle your obligations can make a significant difference in your financial health.

Person falling from cliff silhouetted by sun.

Family & Lifestyle

Emergency Funds: Your Lifeline to Financial Stability

An emergency fund is a financial safety net designed to cover unexpected expenses or financial emergencies. It typically consists of liquid assets that can be easily accessed when needed. Having an emergency fund is crucial for financial stability as it helps individuals manage unforeseen expenses without derailing their long-term financial goals.

African American couple looking at their finances on a laptop.

Family & Lifestyle

Identify the Connection Between Net Worth and Risk Tolerance

Nobody wants to financially erode the portfolio they’ve built by making risky choices at the wrong time. You spend nearly half of a lifetime working hard to prepare for a secure retirement, so no wonder it isn’t easy to convince yourself to embrace risk. As vital as wealth preservation is, especially when nearing retirement, returns are still an important consideration.

Woman looking down by a window with a hooded man in the background looking in.

Family & Lifestyle

After the Loss of a Loved One, Watch Out for Scams

Scam artists often prey on those who are most vulnerable. Unfortunately, this includes individuals who have recently lost a loved one and are easily taken advantage of during their time of grief.

Family & Lifestyle

Buckle Up and Pare Down: Shed the Excess Clutter

Most of us are drowning in stuff. Nearly 25% of people with two-car garages don’t have room to park cars inside, according to a 2012 Department of Energy survey, and 9.5% of all U.S. households rent a self-storage unit, according to 2019 data from the Self Storage Association.

Black father lifting his daughter over his shoulder smiling outdoors.

Family & Lifestyle

4 Priceless Money Lessons for Kids

Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6 students will be required to take a personal finance course before earning a high school diploma, according to nonprofit Next Gen Personal Finance.

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The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

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