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  • Oxford Address
    400 S Lamar Blvd Ste A Oxford, MS 38655-4002 T: 662.550.2350 F: 855.969.2002
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    335B E Main St Tupelo, MS 38804-4025 T: 662.840.4001 F: 662.844.7009
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Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
5 considerations for your Social Security strategy
As you prepare to start claiming benefits, be sure to ask yourself these questions.
Retirement & Longevity
Read
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Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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
When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
View
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Read
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
Read
Could you thrive in a niche retirement community?
Things to consider – and learn – before joining a community with like-minded retirees.
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
Where Medicare falls short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity

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  • Reid Sherman Investment Group of Raymond James
  • Oxford Address: 400 S Lamar Blvd Ste A Oxford, MS 38655-4002
  • T: 662.550.2350
  • F: 855.969.2002
  • Map & Directions
  • Map & Directions
  • Reid Sherman Investment Group of Raymond James
  • Tupelo Address: 335B E Main St Tupelo, MS 38804-4025
  • T: 662.840.4001
  • F: 662.844.7009
  • Map & Directions
  • Map & Directions

 

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