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    60 4th St Ste 209 Gilroy, CA 95020-5181 T: 408.713.2020 F: 833.224.1504
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Social Security Myths and Misconceptions
3/22/2021
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
6 Key SECURE Act Takeaways for Individual Investors
2/16/2021
Review key changes that may affect your retirement and estate planning.
Retirement & Longevity
Read
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Are You and Your Partner on the Same Retirement Page?
2/11/2021
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
This SECURE Act Provision May Impact Your Year-End Planning
11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.
Retirement & Longevity
The Psychological Side of Spending Your Retirement Savings
10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Read
Why Contribute to a Roth IRA?
10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Read
Protecting Your Social Security Payout
10/9/2020
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
Making the Most of Medicare's Open Enrollment Period
10/1/2020
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Could You Thrive in a Niche Retirement Community?
9/28/2020
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Where Medicare Falls Short
9/22/2020
Get wise about maintaining your health – and wealth – in retirement. Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Making Sense of Medicare Myths
9/21/2020
Take the time to learn the facts behind these common Medicare misconceptions.
Retirement & Longevity
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So, if you’re wondering ‘Am I there yet?’ We can help you figure out what your Work Optional / Financially Independent point is and how we can help you remain in that zone. Contact us for a complimentary consultation.

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Vivian Investment Partners logoVivian Investment Partners logo
  • 60 4th St Ste 209 Gilroy, CA 95020-5181
  • 408.713.2020
  • 833.224.1504
  • 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 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.. Vivian Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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