Seale Wealth Management of Raymond James

Bootstrapping vs. External Funding: What’s Right For You? foundr.com

www.raymondjamesconnect.com

Real estate liability coverage, deciphered raymondjames.com

We're Hiring! Our team is looking for an experienced Practice Business Manager in our Park Cities Office. The Practice Business Manager will help our team continue to deliver a premier client experience and execute our practice growth strategy. See link for details.

Practice Business Manager-Dallas, TX taleo.net

Virtual coffee breaks are replacing water cooler chatter. Here are some tips for networking remotely with coworkers

Tips for staying connected with remote coworkers raymondjames.com

Demographic trends pose challenges for Social Security, and its reserves are projected to deplete by 2035. Without intervention, future retirees may face reduced benefits by an estimated 23%. Learn more about Congress's potential solutions.

Social Security's uncertain future? raymondjames.com

The art of giving what you can't take with you: Explore the ways you can plan for the future of a valuable collection today.

The art of giving what you can't take with you raymondjames.com

For affluent investors, taking risks may not be quite so risky after all. Learn why.

Identify the connection between net worth and risk tolerance raymondjames.com

The tax space for retirees might look a little different than you think. To maximize efficiency and prepare for the transition, it's important to consider the tax implications of your particular situation with the following in mind:

Tailor your taxes for retirement raymondjames.com

More money, more planning. Explore how significant wealth can invite risk into unexpected areas of your life.

The risk inverse: Why – despite what you might think – more money means more planning www.raymondjames.com

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement.

Crafting a retirement that evolves with you raymondjames.com

Liability coverage can help protect real estate agents from unexpected legal challenges and subsequent business disruption. Learn more about the risks and insurance options available.

Real estate liability coverage, deciphered raymondjames.com

An expected or unexpected increase in wealth can bring both joys and challenges. Explore what it takes to navigate a significant wealth event.

Mastering a significant wealth event raymondjames.com

Planning for retirement? The current recommended age to plan retirement savings is 95 years old which may seem high, but it's crucial to consider longevity risks. With 95% of retirees having at least one chronic condition, personalized planning based on health status is key. Ensure your savings align with your unique needs and goals.

Retirement Planning, Longevity & Health: Does it Make Sense to Plan to 95? prnewswire.com

How can you pay off your credit card debt while minimizing your interest payments? Here are some strategies to keep in mind that may help you find your debt-free path.

Pay off debt with a plan in mind raymondjames.com

For 30 years, the Raymond James Women's Symposium has empowered women advisors, supported their goals and helped transform the industry. Let's build on that tradition September 25–27 at JW Marriott Tampa Water Street in Tampa, Florida. bit.ly/46WGZ7r

Succession planning at all stages raymondjames.com

The financial requirements of private wealth are multifaceted, calling for tailored solutions that meet your needs. Structured Lending can allow you to borrow strategically for advantageous outcomes. Learn more:

Structured lending: A strategic tool for sophisticated individuals www.raymondjames.com

With state-facilitated retirement plans on the rise in the U.S., business owners are in a unique position to help employees save for retirement – and to strengthen their own foundations in the process.

The good business of saving for someone else's retirement raymondjames.com

For those who want to add control, confidence and continuity to their retirement and estate plans, setting up a trusteed IRA may be beneficial. Learn more:

Trusteed IRA: Where retirement and estate planning meet www.raymondjames.com

High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by half. Read why now may be a good time to review your estate and gifting plans.

Will the sun set on generous estate and gift tax exemptions in 2026? www.raymondjames.com

Much like the upcoming Olympic Games, the market has had its share of recent surprises. In the latest edition of Investment Strategy Quarterly, discover why it's important to go beyond the spotlight to find value in diverse market areas.

July 2024 Investment Strategy Quarterly www.raymondjames.com

I've been on several panels over the years, but none like this! Honored to speak on this year's RJ Chairman's Council panel in Luasanne, Switzerland discussing how we help owners with exits and capital raises.

Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Networking Is Key In Finance—As Long As You Avoid The Crowd Mentality forbes.com

Living longer comes with more financial planning considerations – for example, the probability that you might require long-term care. Long-term care insurance can help you prepare. Learn about your options:

Preparing for your future with long-term care insurance www.raymondjames.com

Gym Wars Round 3: Which fitness center is the best in Macon? Vote now in our bracket macon.com