Resources

We encourage our clients to take advantage of these resources for managing their individual plan and accessing general planning information 24/7.

Financial Planning Tips

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Any opinions are those of Descant Financial Partners, LLC and are not necessarily those of RJFS. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Financial resolutions for 2024
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
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Weave more of what you love into everyday life
How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
Unpacking the psychology of loss aversion
It’s natural to avoid loss, but sitting on the sidelines out of fear might lead to missed financial goals.
Markets & Investing
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How to project confidence at your next public speaking gig
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Technology & Innovation
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Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
Business Ownership
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Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
Review retirement plan contribution limits for 2023
Consider using tax-advantaged accounts to help lower your tax bill.
Retirement & Longevity
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Lessons learned: The value of the exit interview
How to learn from attrition and emerge stronger.
Business Ownership
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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 Descant Financial Partners. Descant Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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