Skip to content
  • T: 918.371.6565
  • F: 918.371.6566
  • T: 918.764.9262
  • F: 918.764.9388
Collinsville Office
Tulsa Office
  • Home
  • Our Team
    • Our Team
    • Stacy R. Brown
    • Jennifer Nichols
    • Jean Young
    • Kelsie Harper
    • Ronda Fletcher
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Non-Profits
    • Retirees
    • Sudden Wealth
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Alternative Investments
    • Corporate Retirement Plan Consulting
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Worthwhile
    • Riskalyze
    • Client Access Videos
  • Contact Us
    • Contact Us
    • Collinsville Office
    • Tulsa Office
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Stacy R. Brown
    1107 W Main St Collinsville, OK 74021-3112 T: 918.371.6565 F: 918.371.6566
    Map and Directions Map and Directions
  • Jennifer Nichols
    5800 E Skelly Dr Ste 901 Tulsa, OK 74135-6461 T: 918.764.9262 F: 918.764.9388
    Map and Directions Map and Directions
CastleRock Financial AdvisorsCastleRock Financial Advisors
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Infographic
    • Video
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
5 considerations for your Social Security strategy
As you prepare to start claiming benefits, be sure to ask yourself these questions.
Retirement & Longevity
Read
Read
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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
When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
View
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Read
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
Read
Could you thrive in a niche retirement community?
Things to consider – and learn – before joining a community with like-minded retirees.
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
Where Medicare falls short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
Always here for you
CastleRock Financial AdvisorsCastleRock Financial Advisors
  • 1107 W Main St Collinsville, OK 74021-3112
  • T 918.371.6565
  • F 918.371.6566
  • Map & Directions
  • Map & Directions
  • 5800 E Skelly Dr Ste 901 Tulsa, OK 74135-6461
  • T 918.764.9262
  • F 918.764.9388
  • 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.

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.. CastleRock Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use