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  • Scott P. Ellis
    3540 Toringdon Way Ste 510 Charlotte, NC 28277-3867 T: 980.465.6561
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Scott P. Ellis

Raymond JamesRaymond James
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Worthwhile

Click here to read the latest edition of Worthwhile

Family & Lifestyle
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
Read
Read
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
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
Read
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
Putting more life into the 10-year rule
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Retirement & Longevity
Always here for you

Scott P. Ellis

Raymond JamesRaymond James
  • 3540 Toringdon Way Ste 510 Charlotte, NC 28277-3867
  • T 980.465.6561
  • Map & Directions
  • Map & Directions
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