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  • Raymond James
    800 Main St Pella, IA 50219-1522 T: 641.628.6861 F: 641.628.2779
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Make your final tax saving moves before Dec 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning
Could you thrive in a niche retirement community?
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Read
Read
Add important financial deadlines to your year-end calendar
Review key dates related to charitable giving, Medicare and tax planning.
Retirement & Longevity
Does your estate plan account for your digital assets?
Online services, important documents and family mementos can carry great value.
Estate & Giving
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Read
Building your social media presence: a no-fuss guide
Learn how professionals are gaining more than just followers on social media.
Family & Lifestyle
Read
Hot inflation report sparks panic, misses bigger picture
9/13/2022
The S&P 500 had its worst day since March 2020, but don't lose sight of the bigger picture.
Economy & Policy
Read
Is it time for a change of plan?
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
Webinar replay - Kickin' the sand out of your shoes
9/12/2022
Reflecting on what markets have learned over the summer.
Markets & Investing
New sectors expand real estate investment universe

Instead of residences and retail, think self-storage and healthcare.

Technology & Innovation
Give e-waste new life
Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics.
Family & Lifestyle
Investors wary as S&P 500 relinquishes strong summer gains
9/7/2022
Downside volatility has reappeared with markets responding sharply to Fed comments about the future of interest rates.
Markets & Investing
Listen
Read
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
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  • 800 Main St Pella, IA 50219-1522
  • T 641.628.6861
  • F 641.628.2779
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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. Marion County Bank and Main Street Advisory Group 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.

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