Andy Rodgers- Financial Planner

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

New money, new problems: Athletes and sudden wealth raymondjames.com

A fulfilling retirement is about more than your finances. Thoughtful planning can help align your resources with how you want to spend your time, pursue your priorities and enjoy the years ahead:

Planning for the life you want in retirement raymondjames.com

Healthcare is an important part of a retirement plan. During Medicare's Annual Enrollment Period, beneficiaries have the opportunity to evaluate their current coverage and explore alternatives that may better fit their situation. As Medicare plans and personal needs can change over time, consider meeting with Chapter to explore your options and determine whether your current coverage remains the best fit. Read the one-pager to get started.

Evaluate Your Medicare Options During Annual Enrollment Period raymondjames.com

When borrowing is part of the plan: How lending can help high-net-worth individuals meet short-term moments while preserving long-term goals. Learn more:

When borrowing can be a smart strategy raymondjames.com

Annuities can be a great option for those approaching or in retirement who are looking for a guaranteed source of income that won't falter no matter what happens in the market. Explore why income annuities are becoming increasingly popular:

The popular rise of lifetime income on annuities raymondjames.com

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you have not yet reviewed your Medicare coverage for next year, there is still time to evaluate your options. Take a moment to review your Medicare coverage with Chapter, a trusted advisory service provider, to ensure your plan still supports your health and financial goals. Read the one-pager to get started.

Medicare Annual Enrollment Period is Closing Soon raymondjames.com

Medicare's Income-Related Monthly Adjustment Amount (IRMAA) can affect what some individuals pay for Medicare coverage. Understanding how income may impact future premiums can help support more informed retirement and tax planning decisions. Consider a Medicare coverage review with Chapter to better understand your options and make sure your plan continues to provide the support and benefits that matter most to you. Read the one-pager to get started.

Could IRMAA Increase Your Medicare Premiums? raymondjames.com

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

Private credit is a growing retirement income strategy raymondjames.com

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advantages are and why they might be right for you:

Selling your business to those who helped you build it raymondjames.com

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

Infographic: 7 strategies to strengthen your 401(k) raymondjames.com