Skip to content
  • Home
  • Your Team
    • Your Team
    • Shannon Bennett
    • Lena Trotter-Beasley
    • Home Office Associates
    • Why Work With A CFP
    • About Raymond James
  • Our Clients
  • Our Difference
    • Our Difference
    • Working with us
    • Services
    • Longevity Planning
  • Resources
    • Resources
    • Commentary and Insights
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your Team
    • WorthWhile
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
    • Client Access

      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • San Rafael-3JR
    4000 Civic Center Dr Ste 500 San Rafael, CA 94903-4177 T: 415.870.2470 F: 844.262.4816 TF: 844.350.4528
    Map and Directions Map and Directions
Echelon Wealth Management  logoEchelon Wealth Management  logo
Reset All Filters
Filter
  • Date
    • 2025
      • March
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Retirement Planning
    • Women
  • Media
    • Article
    • Infographic
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
Read
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Read
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Read
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
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
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
twitterenvelope
  • 4000 Civic Center Dr Ste 500 San Rafael, CA 94903-4177
  • T: 415.870.2470
  • F: 844.262.4816
  • TF: 844.350.4528
  • 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