
Articles of Interest
Material provided by Raymond James for use by its advisors.
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Five Key Retirement Questions
Beyond asking where you see yourself and even what your lifelong goals are, effective retirement and longevity planning begs some very big questions.
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The Uncovered Costs of Increased Longevity
In the 1970s, a TV episode of The Odd Couple taught viewers never to assume.1 It’s a lesson we appear to have forgotten.
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Making the Most of Medicare’s Open Enrollment Period
With Medicare’s open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare.
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Comparing Your Medicare Coverage Options
When it comes to health insurance after age 65, you’ve got options. Let us help you choose a healthcare policy that’s right for you.
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Making Sense of Medicare Myths
Take the time to learn the facts behind these common Medicare misconceptions.
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Generosity Within Limits
Make the most of your giving nature with this quick tax refresher.
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Understanding Social Security Break-Even Points
Deciding when to file for Social Security could make a large impact on your lifetime benefit.
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Six Questions to Help Couples Get on the Same Page
Talking through some big decisions will help you and your partner get on the same page before retirement.
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Get to Know 529s
Start saving for your child’s or grandchild’s education with a 529 plan.
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