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  • Bullard Wealth Group of Raymond James
    100 Westminster Street Suite 1002 Providence, RI 02903 O: 401.473.3748
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Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
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
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Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider...
Markets & Investing
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put of...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving

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Bullard Wealth Group of Raymond James LogoBullard Wealth Group of Raymond James Logo
  • Bullard Wealth Group of Raymond James
  • 100 Westminster Street Suite 1002 Providence, RI 02903
  • O: 401.473.3748
  • Map & Directions
  • Map & Directions

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