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  • Kelley Wealth Management of Raymond James
    631 W Morse Blvd Ste 125 Winter Park, FL 32789 T: 407.644.1041 TF: 800.309.5297 F: 855.872.7711
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Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
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Give your old devices new life
Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics.
Family & Lifestyle
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
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Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving
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  • Kelley Wealth Management of Raymond James 631 W Morse Blvd Ste 125 Winter Park, FL 32789
  • T 407.644.1041
  • TF 800.309.5297
  • F 855.872.7711
  • Map & Directions
  • Map & Directions
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