Wilmarth Private Wealth Management of Raymond James

08/26/2026

Happy National Dog Day from Wilmarth Private Wealth Management! 🐾

Today, we're celebrating some very important members of the Wilmarth Private Wealth Management family: Loki, Dieghan, Lexi and Ava!

Our four-legged companions have a special way of reminding us about the things that matter most: loyalty, companionship, patience and making time to enjoy the moments along the way.

Whether they're greeting us at the door, joining us for a walk or simply keeping us company after a long day, they bring a lot of joy to our lives.

On National Dog Day, we're giving a little extra love and appreciation to Loki, Dieghan, Lexi and Ava, and to all the dogs who make our families feel complete.

Happy National Dog Day from all of us at Wilmarth Private Wealth Management!

08/25/2026

Financial pressure can make it tempting to put long-term goals on hold, but that is precisely when a financial plan matters most.

In a recent article for 401(k) Specialist, writer Brian Anderson highlights findings from TD Bank's 2026 Love & Money Survey, which show that affordability challenges are causing many Americans to delay major life milestones, including saving for retirement.

A financial plan cannot eliminate competing priorities, but it can provide a framework for navigating them. By understanding your cash flow, establishing priorities, and creating realistic savings goals, you can make informed decisions today without losing sight of tomorrow.

The key is not waiting for the "perfect" time to start planning. It is building a strategy that can adapt as life changes.

If your financial priorities have shifted, it may be a good time to revisit your plan with your financial advisor. I'm available when you are.

401kspecialistmag.com

08/24/2026

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've worked hard to build.
Today's decisions around wellness, preventive care, and healthcare planning can influence both your future lifestyle and financial needs. The Health Portfolio Framework encourages a new way of thinking about health as an investment in your longevity and well-being.
Through Raymond James' support of the MIT AgeLab Preparing for Longevity Advisory Network (PLAN), we're able to bring forward innovative research that helps connect health, longevity and financial planning.

Swipe to learn more.

08/24/2026

While planning for families, we need to take into account some tough facts. So we do.... And we make a plan. The "system" isn't going to stump us.

theweek.com

08/19/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

08/18/2026

The future of national security space may be built as much on connectivity as on satellites themselves.

In Breaking Defense, Theresa Hitchens reports on the U.S. Space Force's continued development of its Space Data Network, an architecture designed to connect military and commercial space systems and move critical information rapidly and securely.

For aerospace and defense professionals, this highlights a broader trend: government programs increasingly depend on commercial innovation, multiple vendors, and faster technology cycles.

That evolution can create opportunity, but it can also introduce career and financial complexity. Equity compensation, concentrated employer stock, changing contract priorities, and executive benefits can make personal wealth increasingly tied to industry dynamics.

One practical step: review how much of your financial future depends on your employer and sector.

Long-term financial resilience comes from diversification and planning, not predicting the next contract award.

If your career and wealth are closely connected to aerospace or defense, I welcome the conversation.

breakingdefense.com

08/18/2026

It was just a couple of days, but our stomachs hurt from so much laughter. We celebrated birthdays, current friendships, new friendships, and a revival of a 49 year old friendship! THIS is connecting and thriving. (We also snuck a date night in there!) :) All of this with Banner Elk as the backdrop.

08/14/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

raymondjames.com

08/12/2026

Thinking of moving to a new state during your retirement? Learn what to consider so that you make the right choice and settle in with confidence:
https://www.raymondjamesconnect.com/ao4uY4

08/10/2026

Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational impact by aligning wealth with personal values to create a living, empowering legacy:

raymondjames.com