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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
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.
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Family & Lifestyle
Important financial considerations for single parents
Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle
4 priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
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Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
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Family & Lifestyle
An empty nest could mean a fuller wallet
When children leave home, you may have extra resources to invest in yourself.
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Family & Lifestyle
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
Thriving with special needs
With thoughtful planning, you can help ensure the future care of a loved one with a disability.
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Family & Lifestyle
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