Kristy McGee, Senior Vice President, Investments Senior Portfolio Manager, and Jennifer Dayoub, Financial Advisor are known throughout the southwest as retirement planning professionals specializing in retirement planning. They shared their financial knowledge with several segments on El Paso's News Channel 9 (KTSM). Click on the videos below to watch our financial tips.
Resources
- 529 College Planning
- Budget Worksheet
- College Smart Saving
- Exploring Qualified Retirement Plans
- Investing in Potential with a 529 Savings Plan
- Making Time to Harvest Tax Losses
- Maximizing Your Social Security Retirement Benefits
- Planning For Quality Care and Independence
- Savvy Investments For Her
- Understanding 401(K) and Profit Sharing Plans
- Understanding Required Minimum Distributions
Raymond James is not affiliated with and does not endorse the opinions or services of El Paso's News Channel 9 (KTSM).
