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C3 Wealth Management

301 E. Yamato Rd Ste 3160 Boca Raton, FL 33431-4920 T: 561.241.6616 F: 561.241.6418

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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

Read

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Launching a financial future

Share these fundamental concepts with young emerging investors.

Markets & Investing

Be prepared for emergencies

Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.

Family & Lifestyle

Spring clean your finances

Streamline planning for the future by getting organized.

Family & Lifestyle

Read

Travel securely: Keep your information protected on the go

Learn about a few simple things you can do to protect your personal information while you travel.

Technology & Innovation

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What to do after the loss of a loved one

Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the las...

Family & Lifestyle

Read

Trusts: vehicles to carry out your legacy

A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...

Estate & Giving

Five essential estate planning documents

Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...

Estate & Giving

Investing: getting started

Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...

Markets & Investing

Building an emergency fund

A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...

Retirement & Longevity

Are you ready?

301 E. Yamato Rd Ste 3160 Boca Raton, FL 33431-4920
561.241.6616
561.241.6418
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.. C3 Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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