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  • Miami Office:
    2333 Ponce de Leon Blvd Ste 500 Coral Gables, FL 33134-5450 T: 305.461.6643 TF: 800.523.3295
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Lamchick Epstein Wealth Management Group of Raymond JamesLamchick Epstein Wealth Management Group of Raymond James
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Could You Thrive in a Niche Retirement Community?
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Where Medicare Falls Short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Read
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Your Business Deserves an “Estate Plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Does Your Estate Plan Account for Your Digital Assets?
Online services, important documents and family mementos can carry great value.
Estate & Giving
Is It Time for a Change of Plan?
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
Read
Make Lasting Memories by Savoring Life's Simple Joys
While extravagant vacations are great, you don't need to spend a lot of money to make meaningful memories with your loved ones.
Family & Lifestyle
Read
Bouncing Back After a Job Loss
Recovering from job loss is possible. Explore guidance to help you get back on your feet.
Family & Lifestyle
Read
Mentoring: The 15-Minute Game Changer
Despite the small investment of time, mentoring reaps big rewards for both parties involved.
Business Ownership
6 Hacks to Boost Your Productivity [INFOGRAPHIC]
Streamline your day with these simple suggestions.
Family & Lifestyle
Your Year-End Tax Planning Checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning

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Lamchick Epstein Wealth Management Group of Raymond JamesLamchick Epstein Wealth Management Group of Raymond James
  • Miami Office: 2333 Ponce de Leon Blvd Ste 500 Coral Gables, FL 33134-5450
  • T 305.461.6643
  • TF 800.523.3295
  • Map & Directions
  • Map & Directions
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