Skip to content
The Lakespire GroupThe Lakespire Group
Make an appointment
  • Home
  • About Us
    • About Us
    • Bio
      • Bio
      • Daniel Pan
      • Joseph Marinaccio
      • Shannon Rouzier
      • Jennifer Nater
    • Our Strategic Partners
    • What Makes Us Different
    • Why Work With a CFP®
    • Why Work With a CFA
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Pre-Retirees
    • Sudden Wealth
  • Our Difference
    • Our Difference
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Corporate Retirement Plan Consulting
    • Financial Planning
    • Investment Banking
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Retirement Planning
  • Blog
    • Blog
    • Business Owners Planning Solutions
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Technology
      • Technology
      • Digital Prospect Engagement
      • E Delivery
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • New Jersey
    163 Madison Ave Ste 101 Morristown, NJ 07960-7340 O: 973.683.2488 F: 973.829.1069
    Map and Directions Map and Directions
  • Second Location
    200 Liberty St Fl 26 New York, NY 10281-1803
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Markets & Investing
    • Technology & Innovation
  • Topic
    • Fixed Income
    • Investment Strategy
  • Media
    • Article
    • Commentary
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
View
Read
How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
View
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
Read
Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Read
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Create a workspace that energizes you
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
Family & Lifestyle

what can we do for you?

Say hello
The Lakespire GroupThe Lakespire Group
  • New Jersey: 163 Madison Ave Ste 101 Morristown, NJ 07960-7340
  • O: 973.683.2488
  • F: 973.829.1069
  • Map & Directions
  • Map & Directions
  • Second Location: 200 Liberty St Fl 26 New York, NY 10281-1803
  • 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 our 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use