Skip to content
Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Home
  • Our Team
    • Our Team
    • Advisor Team
      • Advisor Team
      • Lisa A. Detanna
      • Gary Handler
      • Erik J. Willanger
      • William Atha
      • Ghalib Kanji
      • Ariel Bobroff
    • Wealth Managers
      • Wealth Managers
      • Wesley Scott
      • Joe Horner
      • Kamo Jurn
      • Ken Kamentsev
      • Terri L. Steffner
      • Mitch Rosich
    • Support Team
      • Support Team
      • Marjan Kamyar
      • Cathleen Handler
      • Donah Tavares
      • Tara Detanna-Rogers
      • Kaleb Goodman
      • Alexis Kaden
      • Riley Riddle
      • Dakota Lindvall
    • Portfolio Specialists
      • Portfolio Specialists
      • Luke Petrarca
      • Luke Robert Missel Polus
      • Jeff Soltman
    • Home Office Associates
      • Home Office Associates
      • John Simmons
      • Andy Waldbaum
      • Joe Weaver
      • William Geis
      • Cinnamon Chaney
      • Kenneth Grider
      • Francis Joseph McAleer, JR.
      • Adam Nibert
      • Murphy Bradshaw
      • Charles Bauder
      • Lauren Ahern
      • Robert C Burns
      • Tiffany Marshall
      • Kenneth Novak
    • About Raymond James
    • Larry DiGioia (In Memoriam)
    • Chris Horner (In Memoriam)
  • Our Difference
    • Our Difference
    • Our Mission and Values
    • Our Concierge Approach
    • Private Wealth Advisor
    • Giving Back
    • Personal Planning Process
    • Longevity Planning
    • Preparing Heirs with Money Smarts
  • Individuals
    • Individuals
    • Individuals & Multigenerational Families
    • Private Wealth
    • Multi-Family Office
    • Corporate Executives
    • Business Owners
    • Retirees
    • Pre-Retirees
  • Institutional
    • Institutional
    • Our Process
    • Corporate Retirement Plans
    • Nonqualified Plans
    • Nonprofits & Not-for-Profits
    • Institutional Consulting
    • Foundations
  • Lisas Lessons
    • Lisas Lessons
    • News and Events
    • Financial Literacy
    • Legacy Learning with Tom James
    • Winters Vault
    • Raymond James Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Beverly Hills
    9595 Wilshire Blvd. Beverly Hills, CA 90212 T: 310.285.4500 F: 310.285.4545 TF: 855.608.7543
    Map and Directions Map and Directions
  • Pasadena
    301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115 T: 213.327.1059 F: 213.327.1030 TF: 877.734.5258
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Retirement Planning
  • Media
    • Article
    • Infographic
    • Video
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
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Read
View
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
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Read
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.
Retirement & Longevity
View
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your la...
Retirement & Longevity
twitterfacebooklinkedinenvelope

A plan for your wealth that’s purely yours

Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Beverly Hills: 9595 Wilshire Blvd. Beverly Hills, CA 90212
  • T: 310.285.4500
  • F: 310.285.4545
  • TF: 855.608.7543
  • Map & Directions
  • Map & Directions
  • Pasadena: 301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115
  • T: 213.327.1059
  • F: 213.327.1030
  • TF: 877.734.5258
  • 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.


Links to external content or websites, if provided, are 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.

© 2026 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures (Including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use