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
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
    • Goal Planning
    • Housing
    • Women
  • Media
    • Article
    • Calculator
    • Infographic
    • Newsletter
    • Video
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Read
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
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