Andy Rodgers- Financial Planner

Andy Rodgers- Financial Planner

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Cordially divided: the joy of prenups as planning tools 05/28/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

Cordially divided: the joy of prenups as planning tools raymondjames.com

05/21/2026

Planning ahead doesn't have to be overwhelming.

As my client, you receive complimentary access to Everplans – a secure, organized way to store and share everything from financial accounts and insurance policies to family wishes and memories. It's all about making life easier for you today and for your loved ones tomorrow.

Interested in getting started with Everplans? Contact me to learn more.
https://www.raymondjamesconnect.com/aKb6bq

No sunset yet 05/20/2026

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies:

No sunset yet raymondjames.com

Protecting your Social Security payout 05/20/2026

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:

Protecting your Social Security payout raymondjames.com

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