Resources - The First Wealth Management

Saving for K-12 education with a 529 plan

Learn about using 529 plans for more than just college savings.

Family & Lifestyle

How cyber savvy are you?

Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.

Technology & Innovation

Tax-advantaged accounts: A powerful addition to your financial plan

The benefits of tax-efficient wealth management.

Tax Planning

More retirees crossing state lines – here’s where they’re going

Florida drew more retirees than any other state.

Retirement & Longevity

Is a niche retirement community right for you?

Things to consider before joining a community of like-minded retirees.

Retirement & Longevity

Structured lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing

What a difference a data point (or two) makes

5/3/2024

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Earnings season is in the homestretch

5/3/2024

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.

Retirement & Longevity

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. The First Wealth Management and The First Bank are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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