Resources - Independent Financial Services

Cordially divided: the joy of prenups as planning tools

As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.

Estate & Giving

Social Security survivor benefits: 6 things to remember

Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.

Retirement & Longevity

Housing market 2026: frozen, not broken

5/22/2026

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.

Economy & Policy

Living history: The power of presence

Finding purpose and pleasure through docentry.

Family & Lifestyle

Updated S&P 500 target: three key drivers

5/20/2026

Raymond James Chief Investment Officer Larry Adam discusses the key drivers behind the updated year-end S&P 500 target.

Markets & Investing

Exit interviews: Uncover opportunities for organizational improvement

Turning feedback into action will increase loyalty.

Business Ownership

Infographic: Three “T’s” of effective trustees

These qualities can help set your beneficiaries up for success.

Estate & Giving

Inflation: Is this time different?

5/15/2026

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.

Economy & Policy

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

Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.

Estate & Giving

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