Skip to content
facebooklinkedinenvelope
Feel Free To Reach Out C: 904.612.6032 //
  • Home
  • Your Team
    • Your Team
    • Margret Schrant
    • Christina S. Schrant
    • Why Work With a CFP
    • About Raymond James
  • How We Work
    • How We Work
    • Our Approach
    • Our Services
      • Our Services
      • Financial Planning
      • Investment Consulting
      • Sustainable Investing
      • Retirement Planning
      • Estate, Charitable Giving & Trust
      • Business Planning
      • College Planning
      • Life Insurance and Long Term Care
    • FAQ
  • Our Clients
    • Our Clients
    • Retirees
    • Entrepreneur
    • Working Couple
  • Resources
    • Resources
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Schaumburg, IL-3JO
    1 Parkview Plz Suite 250 Oakbrook Terrace, IL 60181 T: 847.610.5080 C: 904.612.6032
    Map and Directions Map and Directions
Schrant Wealth Management of Raymond James logoSchrant Wealth Management of Raymond James logo
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Retirement Planning
    • Transition to Retirement
  • Media
    • Article
    • Infographic
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
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Read
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Read
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Read
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
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
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
Find balance in your financial life
Schrant Wealth Management of Raymond James logoSchrant Wealth Management of Raymond James logo
  • 1 Parkview Plz Suite 250 Oakbrook Terrace, IL 60181
  • T 847.610.5080
  • C 904.612.6032
  • Map & Directions
  • Map & Directions
facebooklinkedinenvelope

 

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Raymond James Legal Disclosures (including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use