Skip to content
facebooklinkedin
  • T: 641.628.6861
  • F: 641.628.2779
Feel free to reach out.
  • Home
  • Services
    • Services
    • Our Approach
    • Individual and Family Financial Planning
    • Business and Nonprofit Financial Planning
    • Women Investors
  • Our Team
    • Our Team
    • Dawn Kleis
    • Nathan Van Donselaar
    • Morgan Terlouw
    • What Makes Us Different
    • About Raymond James
    • Frequently Asked Questions
  • Resources
    • Resources
    • Commentary & Insights
    • Client Access Videos
    • Worthwhile
    • Calculators
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Raymond James
    800 Main St Pella, IA 50219-1522 T: 641.628.6861 F: 641.628.2779
Main Street Advisory Group logoMain Street Advisory Group logo
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Longevity Planning
    • 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
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
View
Read
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
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
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
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
Retiree in training
Practice makes perfect when it comes to retirement.
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
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
Read
Watch Video
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
Always here for you
Main Street Advisory Group logoMain Street Advisory Group logo
Schedule a meeting
  • 800 Main St Pella, IA 50219-1522
  • T 641.628.6861
  • F 641.628.2779
facebooklinkedin

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.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use