Resources - Cohen & Son Wealth Management of Raymond James

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To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity

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

Create a family tradition of financial well-being

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Cohen & Son Wealth Management of Raymond James

3399 PGA Blvd Ste 260 Palm Beach Gardens, FL 33410-2804
D: 561.904.7950
F: 855.793.2335
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