Resources - Vivian Investment Partners - Palm Springs, CA

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Vivian Investment Partners

1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262 T: 408.713.2020 F: 833.224.1504

Map and Directions Map and Directions
Vivian Investment Partners

7471 Monterey Street Gilroy, CA 95020 T: 408.713.2020 F: 833.224.1504

Map and Directions Map and Directions

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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.

Family & Lifestyle

What to do after the loss of a loved one

Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the las...

Family & Lifestyle

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Trusts: vehicles to carry out your legacy

A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...

Estate & Giving

Five essential estate planning documents

Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...

Estate & Giving

Investing: getting started

Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...

Markets & Investing

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Building an emergency fund

A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...

Retirement & Longevity

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Building a budget that works for you

A realistic and responsible budget is the bedrock of a financial plan. Building a budget may require close self-exa...

Retirement & Longevity

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Infographic: College majors for bright futures and lucrative careers

Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.

Family & Lifestyle

The five most popular methods for funding education

Know which options work best for you and plan early.

Family & Lifestyle

Saving for K-12 education with a 529 plan

Learn about using 529 plans for more than just college savings.

Family & Lifestyle

Comparing SBLs and student loans to cover tuition

You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.

Family & Lifestyle

So, if you’re wondering ‘Am I there yet?’

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1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262
408.713.2020
833.224.1504
Map & Directions
Map & Directions

7471 Monterey Street Gilroy, CA 95020
408.713.2020
833.224.1504
Map & Directions
Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Vivian Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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