Knowledge Center - Ajanee Wealth Management - Carrollton, TX

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Ajanee Wealth Management

1220 West Trinity Mills Rd, Bldg 1 Suite 335 Carrollton, TX 75006 T: 972.484.0020 F: 972.499.2451

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April showered with tariff talk, market volatility

Expect uncertainty to continue in the near term.

Markets & Investing

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.

Retirement & Longevity

Succession planning: Dos and Don’ts

Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.

Business Ownership

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

Taking a breather

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

How are tariffs impacting the outlook for equities?

Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.

Markets & Investing

Tax-advantaged accounts: A powerful addition to your financial plan

The benefits of tax-efficient wealth management.

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.

Family & Lifestyle

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

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

Retirement & Longevity

Tariffs, policy uncertainty weighs on economic, investing outlooks

Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.

Markets & Investing

Those who keep learning, will keep rising in life.

Charlie Munger

T: 972.484.0020
F: 972.499.2451
1220 West Trinity Mills Rd, Bldg 1 Suite 335 Carrollton, TX 75006
Map & Directions
Map & Directions

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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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Ajanee Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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