Archive: Wealth Management

Plan Your Retirement with First Mid’s Financial Pathways

You likely have a good idea of what you want your retirement to look like. You may have even kicked around a few ideas about what you’re going to do with all that free time. But what are you doing now to prepare yourself financially for those idyllic golden years? ...read more

Give the Gift of Education this Holiday Season

With the price of a college education in the U.S. consistently rising, it’s never been more important to start planning ahead. By getting an early start with a 529 College Savings Plan, you can help your child or grandchild prepare for rising tuition costs. A 529 College Savings Plan is a ...read more

Tailored Solutions for the Strategic Investor

As you become more accomplished, your financial needs evolve – along with your ability to access a more sophisticated approach to investing. The Portfolio Select Unified Managed Account (UMA) platform, available exclusively to advisors affiliated with Raymond James, provides increased control and flexibility for building an investment strategy tailored to ...read more

Understanding IRAs and Taxes

Are you saving for the future? Individual retirement accounts are a common way to put money aside for your retirement years. However, do you understand the difference between traditional and Roth IRAs and how these accounts can affect your taxes? Let's break down how IRAs function and how they can ...read more

Save for College with a 529 Plan

For many parents, the opportunity to pay for their children’s education means setting them up for success later in life. Among the myriad of savings options available, 529 savings plans offer a wide range of benefits that provide flexible ways for families to save. Ryan Mefford, a Financial Advisor at ...read more