Skip to content
Coastal Financial Group logoCoastal Financial Group logo
  • Home
  • About Us
    • About Us
    • Eric Botwinik
    • Paul Wood
    • John McCann
    • J. R. MacClary Jr
    • Andrew Niklaus
    • Maribeth Sanchez
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Families and Individuals
    • Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • WorthWhile
    • Commentary
    • Calculators
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Boca Raton FL-7MU06
    6501 Congress Ave Ste 100 Boca Raton, FL 33487-2840 T: 561.998.0697 F: 844.694.3439
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Media
    • Article
    • Calculator
    • Infographic
    • Video
More options for education savings
Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.
Family & Lifestyle
Spring clean your finances
Streamline planning for the future by getting organized.
Family & Lifestyle
Read
Read
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Technology & Innovation
Making sense of precious metals
1/26/2026
Raymond James Chief Investment Officer Larry Adam evaluates gold and silver as portfolio diversifiers.
Markets & Investing
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.
Business Ownership
Read
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
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
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle
Navigating pressure as a young millionaire
When success opens doors, it’s savvy decisions that can keep them open.
Business Ownership
2026 economic outlook
1/12/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.
Economy & Policy
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity

The future at your fingertips

Coastal Financial Group logoCoastal Financial Group logo
  • Coastal Financial Group
  • 6501 Congress Ave Ste 100 Boca Raton, FL 33487-2840
  • T: 561.998.0697
  • F: 844.694.3439
  • 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. Coastal Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use