Skip to content
Menu
Home
About Us
About Us
Gary Wayne Kleinman
Damien Bertucelli
Craig Federer
Jennifer Rodriguez
Fallon Bertucelli
Cory Kleinman
Giving Back
Why Work With a CFP
About Raymond James
Who We Serve
Who We Serve
Individuals & Families
Business Owners
Corporate Executives
Retirees
Working Together
Working Together
Our Process
Our Services
Other Trusted Advisors
Resources
Resources
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Tampa, FL-33T
100 N. Tampa Street, Suite 2400
Tampa, FL 33602
T: 813.202.1125
TF: 800.237.8542
F: 866.522.9549
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Retirement & Longevity
Topic
Retirement Planning
Transition to Retirement
Media
Article
Could you thrive in a niche retirement community?
Things to consider – and learn – before joining a community with like-minded retirees.
Read
Retirement & Longevity
Where Medicare falls short
Medicare provides a lot of coverage, but it doesn't cover everything.
Read
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.
Read
Retirement & Longevity
Load more
Load more