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Featured News

Close up portrait of child giving two thumbs up
Michael Wilcox | May 29, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Two People talking
Michael Wilcox | May 22, 2023

9 Important Details about Early Retirement Plan Rollovers

Retirement

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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Stock
Michael Wilcox | May 15, 2023

4 Education Investment Accounts to Grow College Savings

Investments
College

Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approxim

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Stock Image
Michael Wilcox | May 8, 2023

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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People Smiling At Computer Screen
Michael Wilcox | May 1, 2023

Should My Child Go Back to College This Fall?

College

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to

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Michael Wilcox | Apr 24, 2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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default blog image
Michael Wilcox | Apr 17, 2023

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Elderly woman and younger woman having a conversation
Michael Wilcox | Apr 10, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Elderly woman and younger woman having a conversation
Michael Wilcox | Apr 3, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Man cleaning floor in restaurant
Michael Wilcox | Mar 27, 2023

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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fair lights in hands
Michael Wilcox | Mar 20, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Yellow Volkswagen van on road in desert
Michael Wilcox | Mar 13, 2023

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Wilcox Financial/ Wilcox Sports Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wilcox Financial/ Wilcox Sports Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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