Skip to content
envelope
  • T: 678.989.0048
  • F: 678.828.5775
Feel free to reach out.
  • Home
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Private Wealth
    • Retirees
    • Healthcare Professionals
    • Corporate Retirement Plans
  • Our Difference
    • Our Difference
    • Our Approach
    • Investment Philosophy Synchronizer
    • Banking & Lending Solutions
    • Corporate Retirement Plan Consulting
    • Financial Planning
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
  • Our Team
    • Our Team
    • Warren D. Stribling IV
    • Brian E. Whalen
    • Jacob Beauchamp
    • Cindy Casey
    • Lauren Tuttle
    • Kayleigh Dell
    • Christa Griffin
    • Home Office Partners
    • Working With Us
    • Our Marathon Mission
    • What Makes Us Different
    • Professional Recognitions
    • About Raymond James
  • Blog
  • Resources
    • Resources
    • Case Studies
    • Client Access Videos
    • Commentary and Insights
    • Other Resources
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • PTP Questionnaire
    • Worthwhile
    • Volunteer Opportunities
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Stribling~Whalen Financial Group
    620 Spring St SE Gainesville, GA 30501-3742 T: 678.989.0048 F: 678.828.5775
    Map and Directions Map and Directions
Stribling~Whalen Financial Group logoStribling~Whalen Financial Group logo
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Infographic
    • Video
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
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
View
Read
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
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
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
View
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
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
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
Always here for you
Stribling~Whalen Financial Group logoStribling~Whalen Financial Group logo
  • 620 Spring St SE Gainesville, GA 30501-3742
  • T 678.989.0048
  • F 678.828.5775
  • Map & Directions
  • Map & Directions
envelope

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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stribling~Whalen Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use