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  • Walton Reed Wealth Management Partners of Raymond James
    272 W. Cortland Avenue Jackson, MI 49201 T: 517.782.4770 F: 517.782.4843 TF: 877.734.5291
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Could You Thrive in a Niche Retirement Community?
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Where Medicare Falls Short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
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Your Business Deserves an “Estate Plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Does Your Estate Plan Account for Your Digital Assets?
Online services, important documents and family mementos can carry great value.
Estate & Giving
Is It Time for a Change of Plan?
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
Read
Make Lasting Memories by Savoring Life's Simple Joys
While extravagant vacations are great, you don't need to spend a lot of money to make meaningful memories with your loved ones.
Family & Lifestyle
Read
Bouncing Back After a Job Loss
Recovering from job loss is possible. Explore guidance to help you get back on your feet.
Family & Lifestyle
Read
Mentoring: The 15-Minute Game Changer
Despite the small investment of time, mentoring reaps big rewards for both parties involved.
Business Ownership
6 Hacks to Boost Your Productivity [INFOGRAPHIC]
Streamline your day with these simple suggestions.
Family & Lifestyle
Your Year-End Tax Planning Checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning

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Walton Reed Wealth Management Partners of Raymond James logo.Walton Reed Wealth Management Partners of Raymond James logo.
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  • Walton Reed Wealth Management Partners of Raymond James: 272 W. Cortland Avenue Jackson, MI 49201
  • T: 517.782.4770
  • F: 517.782.4843
  • TF: 877.734.5291
  • 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 our office for information and availability.

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