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    9595 Wilshire Blvd Suite 200 Beverly Hills, CA 90212 T: 310.285.4537 F: 310.285.4545
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Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Read
Read
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
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
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and...
Family & Lifestyle
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by i...
Markets & Investing

The future at your fingertips

Roxbury Wealth AdvisorsRoxbury Wealth Advisors
  • 9595 Wilshire Blvd Suite 200 Beverly Hills, CA 90212
  • T: 310.285.4537
  • F: 310.285.4545
  • 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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