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Any opinions are those of Elk Mountain Wealth Partner and not necessarily those of Raymond James.
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
The 10-year rule for retirement accounts: How new guidelines could impact your IRA beneficiaries
The SECURE Act’s 10-year rule for retirement account beneficiaries is ready for implementation. See how it could impact your wealth and wealth transfer plans.
Retirement & Longevity
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
No timing needed
Overcome market timing and loss aversion with dollar-cost averaging.
Markets & Investing
The shifting landscape of commercial real estate
As the office buildings market faces headwinds, investors look to alternative sectors.
Markets & Investing
Family vacations reimagined
A guide for adult children planning travels with parents.
Family & Lifestyle
More than forgetfulness—having the important conversations
How to navigate caregiving when a loved one is suffering memory loss.
Family & Lifestyle
Equity markets carried in November by post-election rally
12/2/2024
While politics garner headlines, fundamentals drive the market over the long term.
Markets & Investing
Giving is a family affair
How to inspire charitable values for generations to come.
Estate & Giving
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
In the name of conservation
How you can join accredited zoos and aquariums in global conservation efforts.
Estate & Giving
