James Haltiwanger Jr

Vice President, Investments
Raymond James
864.255.4573
112 Haywood Rd
Greenville, SC 29607

[James Haltiwanger Jr @Jhaltiw]

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more: https://t.co/tOeNTRjkT6

[James Haltiwanger Jr @Jhaltiw]

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict? https://t.co/j8xqRfOroh

[James Haltiwanger Jr @Jhaltiw]

Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital and those looking to invest in innovation: https://t.co/rKixCxvUmn

[James Haltiwanger Jr @Jhaltiw]

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul: https://t.co/H9TZsQ4F92

[James Haltiwanger Jr @Jhaltiw]

When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it lasts: https://t.co/siZ1QVORiR

[James Haltiwanger Jr @Jhaltiw]

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals: https://t.co/fRSLqecUgc

[James Haltiwanger Jr @Jhaltiw]

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting: https://t.co/J2jURsdvCu

[James Haltiwanger Jr @Jhaltiw]

If you lost your home to a natural disaster, would you relocate or rebuild? Explore the factors that could change your mind: https://t.co/uincNAbomi

[James Haltiwanger Jr @Jhaltiw]

For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as clearly as rewards. Read more: https://t.co/gFXK7dd8nj

[James Haltiwanger Jr @Jhaltiw]

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirement: https://t.co/pSJMe3eYr9

[James Haltiwanger Jr @Jhaltiw]

When it comes to purchasing property, technical refinancing can provide the liquidity you need now and the flexibility you'll want later: https://t.co/eLVf0OLK4o

[James Haltiwanger Jr @Jhaltiw]

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[James Haltiwanger Jr @Jhaltiw]

Aging independently: As more people approach the future as solo acts, how can planning ensure they make the most of it? https://t.co/ptmpK8POZ3

[James Haltiwanger Jr @Jhaltiw]

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[James Haltiwanger Jr @Jhaltiw]

9 questions owners should be asking as they plan for a successful family business transfer: https://t.co/02eV1Cl6Xi

[James Haltiwanger Jr @Jhaltiw]

In the wake of loss, giving back is among our first instincts. A donor advised fund can help meet the call to honor a loved one's legacy, simply: https://t.co/pixP6K8U18

[James Haltiwanger Jr @Jhaltiw]

Residential services like plumbers and HVAC, roofing and garage door businesses are seeing a boom in private equity investment. Find out what that means for you as an owner or investor. https://t.co/AR0n0oCN8s

[James Haltiwanger Jr @Jhaltiw]

Estate planning is just as important for those without heirs, though choosing your medical and financial surrogates may need extra attention. https://t.co/j5uJExsrlw

[James Haltiwanger Jr @Jhaltiw]

Key person insurance can protect a business's revenues during the transition after a difficult loss. It can also bolster your business's retention strategies. https://t.co/bEljDxr2KM

[James Haltiwanger Jr @Jhaltiw]

Investors can gain more control over their portfolios with direct indexing. Learn more about this innovative and customizable strategy: https://t.co/HwmHEFczjf