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Jenny Chappell, CFP®, CEPA®
Tayler Kottinger, CFP®, CEPA®

Raymond JamesRaymond James
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  • Jenny Chappell and Tayler Kottinger
    9805 Double R Blvd Suite 300 Reno, NV 89521 O: 775.567.3805 F: 775.460.4402
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Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Read
Read
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Protecting your Social Security payout
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
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
View
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
Read
Putting more life into the 10-year rule
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Retirement & Longevity
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buying a...
Retirement & Longevity

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Jenny Chappell, CFP®, CEPA®
Tayler Kottinger, CFP®, CEPA®

Raymond JamesRaymond James
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  • 9805 Double R Blvd Suite 300 Reno, NV 89521
  • O: 775.567.3805
  • F: 775.460.4402
  • Map & Directions
  • Map & Directions

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