Skip to content
Kirk Wealth Group logoKirk Wealth Group logo
  • Home
  • Our Team
    • Our Team
    • David C. Kirk
    • Marilyn DeRocco
    • Casey Craft
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Our Services
    • Our Services
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Business Planning
    • Corporate Retirement Plans
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Banking
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Sustainable Investing
  • Our Clients
    • Our Clients
    • Corporations
    • Families and Individuals
    • Retirees
    • Sudden Wealth
    • Pre-Retirees
  • Resources
    • Resources
    • Client Access Videos
    • Digital Account
    • WorthWhile
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Kirk Wealth Group
    409 Pasadena Ave S Saint Petersburg, FL 33707-2101 T: 727.302.9499 F: 727.302.0979 TF: 800.831.3173
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
    • Women
  • Media
    • Article
    • Infographic
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Read
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Read
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Read
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
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

Kirk Wealth Group logoKirk Wealth Group logo
  • 409 Pasadena Ave S Saint Petersburg, FL 33707-2101
  • 727.302.9499
  • 727.302.0979
  • 800.831.3173
  • 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. Kirk Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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