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Featured News

Young woman pouring a drink for an older woman. They are sitting together at a table.
Michael Wilcox | May 30, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Happy couple sitting in a park with their dog
Michael Wilcox | May 23, 2022

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
Read More
Man in a graduation cap and gown
Michael Wilcox | May 16, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
Man with glasses leaning against a wall
Michael Wilcox | May 9, 2022

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Senior couple in a meeting with a financial professional
Michael Wilcox | May 2, 2022

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Two men sitting at a table and having a conversation
Michael Wilcox | Apr 25, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Row of townhomes
Michael Wilcox | Apr 18, 2022

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
Elderly woman doing yoga in a park
Michael Wilcox | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Parents holding their child's hands. The child is jumping
Michael Wilcox | Apr 4, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Michael Wilcox | Mar 28, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
Two people having a picnic by a lake
Michael Wilcox | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Michael Wilcox | Mar 14, 2022

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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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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