Kim Damiani- Summit Financial Group LLC

Kim Damiani- Summit Financial Group LLC

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Infographic: Money and marriage 04/23/2026

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together:

Infographic: Money and marriage raymondjames.com

Rule change affects high earners making catch-up contributions 04/20/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

Rule change affects high earners making catch-up contributions raymondjames.com

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2633 Camino Ramon, Suite 200
San Ramon, CA
94583

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm