Retirement & Longevity

Mature African American couple embracing

Tailor Your Taxes for Retirement

From withdrawals to conversions, taxes in retirement can be a balancing act.

Mature woman looking over financial statements.

Retirement & Longevity

Mastering the Last 5 Years Before Retirement

Retirement is right around the corner, and those final five years before you clock out for good are some of the most important in your financial journey.

Retired couple hiking on a trail in the fall.

Retirement & Longevity

3 Ingredients of a Purposeful Retirement

The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life.

Close-up of a Social Security card among currency

Retirement & Longevity

Social Security Increases Benefits by 2.8% for 2026

The 2026 Social Security cost-of-living adjustment (COLA) has been announced.

Retirement & Longevity

Make the Most of Medicare’s Annual Enrollment Period

With open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare.

Retirement & Longevity

7 Ways to Boost Your Savings

Simple steps to help build your financial foundation.

Closeup of a pair of young hands holding the hand of an elderly person.

Retirement & Longevity

Advance Care Planning: A Loving Act

In no circumstance is end-of-life care an easy conversation, but if you ever find yourself needing to make those tough decisions for a loved one, it’s comforting to know what they want.

A cracked pink piggy bank with the letters RMD on the side, on a blue background.

Retirement & Longevity

Understanding Required Minimum Distributions (RMDs)

Imagine spending years diligently saving for retirement, only to realize there are strict rules about when and how you must start withdrawing that money.

Retired husband and wife hiking in the hills.

Retirement & Longevity

A Mid-Retirement Check-In to Keep You on the Right Path

As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of your life as you approach the midpoint of your retirement.

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Montoursville, PA 17754
570-505-1289

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Sewell, NJ 08080
856-352-6606

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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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