Skip to content
Consiglio Mahan Wealth Management of Raymond JamesConsiglio Mahan Wealth Management of Raymond James
  • Home
  • Our Team
    • Our Team
    • Katrina M. Consiglio
    • Kristen J. Mahan
    • Julia E. Wittmann
    • Caroline M. Versaci
    • What Makes Us Different
    • Why Work With a CFP®
    • Choosing Raymond James
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Pre-Retirees
    • Retirees
  • Our Difference
    • Our Difference
    • Our Process
    • Banking & Lending Solutions
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Latham NY - NHK
    25 British American Blvd. 2nd Floor Latham, NY 12110 O: 518.838.3951
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
    • Goal Planning
    • Housing
    • Women
  • Media
    • Article
    • Calculator
    • Infographic
    • Newsletter
    • Video
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
View
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
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
Markets & Investing
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
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
Consiglio Mahan Wealth Management of Raymond JamesConsiglio Mahan Wealth Management of Raymond James
  • 25 British American Blvd. 2nd Floor Latham, NY 12110
  • O: 518.838.3951
  • 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 our 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use