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        2. Providing for Family

          Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with a college education, care for an elderly parent or relative, or provide for a child with special needs, your Raymond James advisor can help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.


          Estate Planning

          A thoughtfully designed estate plan can help assure your wishes are carried out – exactly as you wish. Your Raymond James advisor has the expertise and resources to help you choose the right estate-planning vehicles to see that your family and beneficiaries are cared for in the manner you think best.

          Learn More

          Education Planning

          Though it is best to start the college planning process when your child or grandchild is young, it is never too late. With many vehicles available – 529 savings plans, UGMA/UTMA accounts, Coverdell accounts and more – your Raymond James advisor can help you consider the best way to save for the college education that will give the next generation the start it needs in life.

          Learn More

          Caring for an Aging Parent

          As your parents age, it can be difficult to anticipate the expense of health and long-term care. Your Raymond James advisor can help you consider the rising costs of senior care, from basic aging to debilitating illness, and ways to provide for your loved ones without sacrificing your own goals.

          Learn More

          Planning for a Child with Special Needs

          As a parent, you want to make sure your child with special needs is taken care of – no matter what. Your Raymond James advisor can help you develop a plan to provide the specialized care your child needs and deserves.

          Learn More

           

          Commentary & Insights

          Estate  |  July 9, 2019

          For better or worse, discuss your estate as a couple

          Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.

          Read Article about For better or worse, discuss your estate as a couple
          Technology  |  July 9, 2019

          Sidestep crafty fraudsters by recognizing their traps

          Those spoofed emails and lottery scams may be obvious to you, but they can pose a serious threat to your more vulnerable loved ones.

          Listen about Sidestep crafty fraudsters by recognizing their traps
          Investment Strategy  |  July 8, 2019

          Why CIO Larry Adam sees rates staying lower for longer

          Potential rate cuts by the Fed, negative yields abroad and inflation expectations all suggest interest rates will stay low, says CIO Larry Adam.

          Watch Video about Why CIO Larry Adam sees rates staying lower for longer

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