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  • J Blum and Associates Wealth Management of Raymond James
    3027 Townsgate Rd., Ste 100 Westlake Village, CA 91361-5870 T: 805.373.5680 TF: 877.280.2248 F: 805.497.1895
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    • Infographic
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Infographic: Outsmart the scams
10/17/2025
Stay vigilant against online fraudsters with these common scams and best practices to avoid them.
Technology & Innovation
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Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
Infographic: College-bound? A checklist to prepare students and parents
The last two years of high school are particularly important – for students and parents – when preparing for college.
Family & Lifestyle
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
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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
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Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
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Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
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
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
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The future at your fingertips

JBlum Wealth Management LogoJBlum Wealth Management Logo
  • 3027 Townsgate Rd., Ste 100 Westlake Village, CA 91361-5870
  • T: 805.373.5680
  • TF: 877.280.2248
  • F: 805.497.1895
  • 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.


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