Skip to content
  • T: 954.507.9320
  • F: 954.688.9069
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Bill McConnell
    • David Burg
    • Gil Bautista
    • Martha Brooks
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Why Work With an AIF®
    • Banking & Lending Solutions
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Retirement Planning
    • Risk Management
  • First Harbor Insights
  • Resources
    • Resources
    • Client Access Videos
    • Calculators
    • Insights and Commentary
    • Worthwhile
    • Digital Account
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Longevity Planning
    • ClearMatch
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Florida Location
    11776 W Sample Rd Ste 105 Coral Springs, FL 33065-3180 T: 954.507.9320 F: 954.688.9069
    Map and Directions Map and Directions
  • Georgia Location
    5975 Parkway North Blvd Ste B Cumming, GA 30040-8255 T: 770.844.1124 F: 770.844.1168
    Map and Directions Map and Directions
  • New York Location
    75 Prospect St Ste 116 Huntington, NY 11743-3320 T: 631.479.8460 F: 631.427.0472
    Map and Directions Map and Directions
First Harbor Financial Services logoFirst Harbor Financial Services logo
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Investment Strategy
    • Retirement Planning
  • Media
    • Article
    • Commentary
    • Document
    • Infographic
    • Video
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
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
Read
Read
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
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
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
Markets & Investing
Read
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Tariffs, policy uncertainty weighs on economic, investing outlooks
4/21/2025
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
Markets & Investing
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Always here for you
First Harbor Financial Services logoFirst Harbor Financial Services logo
  • 11776 W Sample Rd Ste 105 Coral Springs, FL 33065-3180
  • T 954.507.9320
  • F 954.688.9069
  • Map & Directions
  • Map & Directions
  • 5975 Parkway North Blvd Ste B Cumming, GA 30040-8255
  • T 770.844.1124
  • F 770.844.1168
  • Map & Directions
  • Map & Directions
  • 75 Prospect St Ste 116 Huntington, NY 11743-3320
  • T 631.479.8460
  • F 631.427.0472
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Harbor Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use