Blueway Resources

• Ins and Outs of Medicare Recorded Webinar
• Purposeful Estate Planning Recorded Webinar
• Long Term Care Funding Recorded Webinar
• Maximizing Social Security Recorded Webinar
• Medicare and Social Security Quick Reference Sheet
• Medicare Planning
• Navigating Medicare [Infographic]
• Social Security Retirement Benefits
• Developing an Estate Plan and Planning for Quality Care

In the Purposeful Estate Planning Recorded Webinar: This information was developed by Tim Alles, an independent third party. The opinions of Tim Alles are independent from and not necessarily those of RJFS or Raymond James. Raymond James is not affiliated with Tim Alles or Alles Law.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

The case study within this presentation is for illustrative purposes only. Individual cases will vary. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.

• 8000 Days of Retirement Challenge
• 8000 Days Part 2: The Honeymoon Phase
• 8000 Days Part 3: The Big Decision
• 8000 Days Part 4: The Navigating Longevity Phase
• 8000 Days Part 5: The Solo Journey Phase

What are ROTH contributions and are they right for you? This link will explain the difference and provides a calculator to help you determine your best option.

Updated annually, the Guide to Retirement provides an effective framework for supporting your retirement planning education. It includes charts and graphs to help explain complex issues in a clear and concise manner. This guide covers everything from saving and investing for retirement to planning for and spending in retirement.