Zach Tussel

Raymond James Investments

[Zach Tussel @TusselZach]

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs: https://t.co/os74Z0ySYU

[Zach Tussel @TusselZach]

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions: https://t.co/CLJHJYMwSF

[Zach Tussel @TusselZach]

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
https://t.co/QQu9TCqlWp

[Zach Tussel @TusselZach]

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it: https://t.co/bUWm3WQkjq

[Zach Tussel @TusselZach]

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins: https://t.co/WkdcPHsVOJ

[Zach Tussel @TusselZach]

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Friday. Chief Investment Officer Larry Adam provides perspective in today's Up & Adam. https://t.co/zSLVpGpRrG

[Zach Tussel @TusselZach]

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact: https://t.co/BAR7X2wZne

[Zach Tussel @TusselZach]

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to risk management, insurance and wealth planning becomes increasingly important as assets grow: https://t.co/j7mnyWQ1w5

[Zach Tussel @TusselZach]

Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational impact by aligning wealth with personal values to create a living, empowering legacy: https://t.co/uJU9czejZL

[Zach Tussel @TusselZach]

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges: https://t.co/nbTRxOh3JL

[Zach Tussel @TusselZach]

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning: https://t.co/kaisY9BLno

[Zach Tussel @TusselZach]

One of the most common misconceptions about 529 plans is that they're only for college tuition. In reality, 529 plans can offer more flexibility than many families realize, supporting a variety of education-related expenses and pathways.
https://t.co/XyTLW0vgdG

[Zach Tussel @TusselZach]

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact: https://t.co/ePW7L3UKcw

[Zach Tussel @TusselZach]

A strategic approach to charitable giving can help amplify your company's values and community impact. Explore how donor advised funds can bring greater flexibility and efficiency to corporate philanthropy: https://t.co/w9scTWnmDp

[Zach Tussel @TusselZach]

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities: https://t.co/2nAu8ZgDEP

[Zach Tussel @TusselZach]

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success: https://t.co/Rviq6mZQ7Q

[Zach Tussel @TusselZach]

A quarter millennium of big dreams. Happy Fourth of July!

[Zach Tussel @TusselZach]

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

[Zach Tussel @TusselZach]

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you: https://t.co/Z51DZRo1JF

[Zach Tussel @TusselZach]

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward. https://t.co/zkAwXcsQjQ