Commentary and Insights - Towne Wealth Management

Asset-based long-term care solutions: A more flexible option

As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.

Social security survivor benefits: 6 things to remember

Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.

Retirement & Longevity

Supercharge your retirement savings with the ‘super catch-up’ contribution

This significant change could boost your retirement savings as you approach retirement.

Retirement & Longevity

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

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

Embarking on an encore career as an entrepreneur

Starting a business in retirement.

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

Putting more life into the 10-year rule

Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.

Retirement & Longevity

Preparing for a long and happy retirement

As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.

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.. Towne Bank and Towne Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. 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.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use

Investment and Insurance products are:

NOT A DEPOSIT
NOT FDIC-INSURED
NOT GUARANTEED BY TOWNEBANK
NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY
SUBJECT TO RISK AND MAY LOSE VALUE

The future at your fingertips

Towne Wealth Management Locations

*TowneBank Family of Services