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  • Casey Neil
    8605 Mid Cities Blvd Ste 100 North Richland Hills, TX 76182-4736 T: 817.305.0616
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Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings. But before you...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options available – from ...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you reach your goal...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that seems far away. B...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that seems far away. B...
Markets & Investing
Read
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Launching a financial future
Share these fundamental concepts with young emerging investors.
Markets & Investing

Are you ready? Let’s uncover the possibility of working together.

Casey Neil

Raymond JamesRaymond James
  • 8605 Mid Cities Blvd Ste 100 North Richland Hills, TX 76182-4736
  • 817.305.0616
  • Map & Directions
  • Map & Directions

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