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Garlisi Wealth Management of Raymond James
2701 SW 34th St Bldg 100
Ocala, FL 34474-4402
T: 352.854.6866
F: 833.329.5210
TF: 800.416.6866
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Infographic
Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child.
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Estate & Giving
Nontraditional Assets Can Complement a Diversified Portfolio
For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
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Markets & Investing
The twists and turns of Social Security
This all-important retirement income source is tricky, especially around times of transition.
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Retirement & Longevity
Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]
Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
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Business Ownership
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
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Family & Lifestyle
Post-disaster relief resources
In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.
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Family & Lifestyle
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