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Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
Protecting your social security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Read
Read
Why contribute to a Roth IRA?
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Read
How to Combat Healthcare Cost Inflation in Retirement
Health-related expenses can arise unexpectedly. Learn how to prevent them from throwing your long-term plan off track.
Retirement & Longevity
Read
Could You Thrive in a Niche Retirement Community?
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Read
Where Medicare Falls Short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Is It Time for a Change of Plan?
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
Making the Most of Medicare's Open Enrollment Period
Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
When Markets Are Down, What Should You Do About RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity

The future at your fingertips

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  • Cupertino
  • Email: olympia_mendoza@addisonavenue.com
  • Cupertino: 19960 Stevens Creek Blvd Cupertino, CA 95014-2306
  • T: 408.863.6257
  • 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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Addison Avenue Investment Services and First Tech Federal Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. 

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