Summer 2026 Living Well Newsletter

As summer unfolds, it’s a natural time to reconnect with the people, experiences, and goals that matter most. In this edition of Living Well, you’ll find insights designed to help you navigate the future with confidence while making the most of life’s meaningful moments today. We hope this issue brings inspiration, perspective, and enjoyment throughout the season.

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Inside This Issue

2 – From the Desk of Jason Dugan
3 – Team Highlights
4 – Five Summer Escapes Close to Home
5 – Investing in Artificial Intelligence
6 – Helping Adult Children: Finding the Right Balance
7 – A Mid-Retirement Check-In
8 – Building a Family Legacy, No Matter the Distance
9 – Tips for Healthier Skin as You Age
9 – The Good of Gratitude
10 – In the Community
11 – Honey Chipotle Chicken Skewers Recipe

Recent Insights

Pause, Verify, Protect: How to Spot Financial Scams

Learn how to recognize common financial scams, including imposter, phishing, tech support, family emergency, and investment scams, and what to do if you are targeted.
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The Fall 2026 Living Well Newsletter is Here!

Explore the Fall 2026 edition of Living Well, featuring insights on investing, retirement, family, and the moments that matter most.
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By Tax Season, Some of Your Best Tax Planning Opportunities Are Gone

Discover why some tax planning opportunities expire at year-end and which financial decisions may deserve attention before December 31.
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The Forbes Best-in-State Wealth Advisors 2026 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 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 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 52,043 nominations, roughly 11,302 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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