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  • WALNUT CREEK
    2999 Oak Rd Ste 1030 Walnut Creek, CA 94597-1996 T: 925.944.5180 F: 866.467.4284 TF: 888.230.1647
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  • SAN JOSE
    150 Almaden Blvd. Suite 1375 San Jose, CA 95113 T: 408.279.1724
    Map and Directions Map and Directions
  • SAN FRANCISCO
    575 Market Street Suite 3900 San Francisco, CA 94105 T: 415.538.5700
    Map and Directions Map and Directions
  • SAN RAFAEL
    4000 Civic Center Dr. Suite 500 San Rafael, CA 94903 T: 415.870.2470
    Map and Directions Map and Directions
  • SANTA ROSA
    3558 Round Barn Blvd. Suite 200 Santa Rosa, CA 95403 T: 707.757.2150
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Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
Protecting your social security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Read
Read
Why contribute to a Roth IRA?
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Read
How to Combat Healthcare Cost Inflation in Retirement
Health-related expenses can arise unexpectedly. Learn how to prevent them from throwing your long-term plan off track.
Retirement & Longevity
Read
Could You Thrive in a Niche Retirement Community?
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Read
Where Medicare Falls Short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Is It Time for a Change of Plan?
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
Making the Most of Medicare's Open Enrollment Period
Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
When Markets Are Down, What Should You Do About RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
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Let’s plan for what comes next

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  • Napper Wealth Planning of Raymond James
  • WALNUT CREEK: 2999 Oak Rd Ste 1030 Walnut Creek, CA 94597-1996
  • T: 925.944.5180
  • F: 866.467.4284
  • TF: 888.230.1647
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN JOSE: 150 Almaden Blvd. Suite 1375 San Jose, CA 95113
  • T: 408.279.1724
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN FRANCISCO: 575 Market Street Suite 3900 San Francisco, CA 94105
  • T: 415.538.5700
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN RAFAEL: 4000 Civic Center Dr. Suite 500 San Rafael, CA 94903
  • T: 415.870.2470
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SANTA ROSA: 3558 Round Barn Blvd. Suite 200 Santa Rosa, CA 95403
  • T: 707.757.2150
  • Map & Directions
  • Map & Directions

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