Skip to content
Bluffton Financial PlanningBluffton Financial Planning
  • Home
  • About Us
    • About Us
    • Nick Martin
    • Izaac King
    • Amanda Wood
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Individuals and Families
    • Private Wealth
    • Sudden Wealth
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Alternative Investments
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Longevity Planning
    • Sustainable Investing
  • Resources
    • Resources
    • Online Scheduling
    • Commentary and Insights
    • Digital Account
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Bluffton Financial Planning
    1024 Berkeley Hall Blvd Ste 201 Bluffton, SC 29909-3100 T: 843.605.9100 F: 843.588.1080
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Economy
    • Education
    • Investment Strategy
    • Retirement Planning
  • Media
    • Infographic
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
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
View
View
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
View
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
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
View
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Infographic: Find the words to connect with your loved ones
8 questions to ask your family during the holiday season.
Family & Lifestyle
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
Estate & Giving
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
twitterfacebooklinkedin

The future at your fingertips

Bluffton Financial PlanningBluffton Financial Planning
  • 1024 Berkeley Hall Blvd Ste 201 Bluffton, SC 29909-3100
  • T: 843.605.9100
  • F: 843.588.1080
  • Map & Directions
  • Map & Directions
Connect with us

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.. Bluffton Financial Planning 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

 

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences