Skip to content

Founders & Partners Advisory Group

Raymond James, Alex. BrownRaymond James, Alex. Brown
  • Home
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Corporations
    • Endowments & Foundations
    • Families and Individuals
    • Family Offices
    • Healthcare Professionals
    • Money Managers
    • NonProfits
    • Pre-Retirees
    • Sudden Wealth
    • Retirees
    • Women
  • Services
    • Services
    • Alternative Investments
    • Banking and Lending Solutions
    • Direct Access
      • Direct Access
      • Mergers and Acquisitions
      • P-I-C
      • Trust Company Capabilities
    • Estate, Charitable Giving & Trust
    • Exiting Entrepreneur
    • Financial Planning
    • Fixed Income Services
    • Investment Banking
    • Monetization Services
    • Our Process
    • Retirement Planning
    • Risk Management
    • Wealth Management
    • What We Do
      • What We Do
      • Our Approach
  • About Us
    • About Us
    • Team Members
      • Team Members
      • James Zahringer
      • Will Taylor
      • Marcus van der Meulen
      • Duncan Zahringer
      • Foster Gaylor
      • Carsyn Norman
      • Charlotte Zahringer
    • Our Business Unit
    • Our Partners
    • About Alex Brown
  • Resources
    • Resources
    • Client Access Videos
    • Insight and Commentary
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Founders & Partners Advisory Group
    250 Royal Palm Way Ste 200 Palm Beach, FL 33480-4356 T: 561.659.8875 F: 561.659.8870 D: 561.659.8850
    Map and Directions Map and Directions
  • 880 Carillon Pkwy Saint Petersburg, FL 33716 T: 727.567.8711 F: 727.567.8349 TF: 800.235.3898
    Map and Directions Map and Directions
  • 100 N Main St Ste 2400 Winston Salem, NC 27101-4015 T: 336.724.6921 F: 336.306.5054
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Infographic
    • Video
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
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
View
Read
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
View
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity

The future at your fingertips

Founders & Partners Advisory Group

Raymond James, Alex. BrownRaymond James, Alex. Brown
  • 250 Royal Palm Way Ste 200 Palm Beach, FL 33480-4356
  • 561.659.8875
  • 561.659.8870
  • 561.659.8850
  • Map & Directions
  • Map & Directions
  • 880 Carillon Pkwy Saint Petersburg, FL 33716
  • 727.567.8711
  • 727.567.8349
  • 800.235.3898
  • Map & Directions
  • Map & Directions
  • 100 N Main St Ste 2400 Winston Salem, NC 27101-4015
  • 336.724.6921
  • 336.306.5054
  • 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 our 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use