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Featured News

Elderly person holding a stress ball
Michael Wilcox | Aug 29, 2022

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Michael Wilcox | Aug 15, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Michael Wilcox | Aug 8, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Michael Wilcox | Aug 1, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Young professional women in a meeting
Michael Wilcox | Jul 25, 2022

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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A teenager holding a yellow and blue longboard talking to her friend
Michael Wilcox | Jul 18, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Vintage white car with tan interior
Michael Wilcox | Jul 11, 2022

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Mother and child working on a laptop together
Michael Wilcox | Jul 4, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Michael Wilcox | Jun 27, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Happy elderly couple holding yellow flowers
Michael Wilcox | Jun 20, 2022

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Two yellow balloons with smiley faces on them
Michael Wilcox | Jun 13, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Hand holding a house key
Michael Wilcox | Jun 6, 2022

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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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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