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Rule change affects high earners making catch-up contributions
Workers who exceed a certain wage threshold must make retirement plan catch-up contributions to an after-tax Roth account.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
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Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
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Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
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Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
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Financial resolutions for 2026
Start the new year right by reviewing and revamping your financial plan.
Family & Lifestyle
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Patton Wealth Management, 1NB Bank and the First National Bank of Sparta are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.