Insights and Commentary - Align Wealth Advisors

Filter

Category
- Retirement & Longevity
Topic
- Longevity Planning
- Retirement Planning
Media

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

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

Maintaining income after retirement

How your retirement savings can continue working for you.

Retirement & Longevity

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Retirement & Longevity

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

Are you ready?

facebook linkedin envelope

Schedule a meeting

2100 RiverEdge Parkway Suite 1225 Atlanta, GA 30328-4693
470.737.2546
470.579.6104
align@yourwealthaligned.com
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 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.. Align Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use