Jeff Joiner

Private Wealth Advisor, Raymond James / Vice President, Farmers National Bank
CWS®, CPFA®

[Jeff Joiner @jeffkjoiner]

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/V9dPsLtBwK

[Jeff Joiner @jeffkjoiner]

When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it lasts: https://t.co/bXLVl6KJV8

[Jeff Joiner @jeffkjoiner]

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/tPRuCNvKQG

[Jeff Joiner @jeffkjoiner]

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/Hr81ugTkDL

[Jeff Joiner @jeffkjoiner]

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/n2cwM4D9hj

[Jeff Joiner @jeffkjoiner]

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/BnI4m0cIwL

[Jeff Joiner @jeffkjoiner]

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirement: https://t.co/NmAtE4wATw

[Jeff Joiner @jeffkjoiner]

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/2pDXjg2Bx7

[Jeff Joiner @jeffkjoiner]

Aging independently: As more people approach the future as solo acts, how can planning ensure they make the most of it? https://t.co/gzqtw3ejim

[Jeff Joiner @jeffkjoiner]

Staying safe online starts with awareness. This Cybersecurity Awareness Month, take time to understand complexities of common online scams and equip yourself with strategies to safeguard your digital presence. https://t.co/LjFuXBzAER

[Jeff Joiner @jeffkjoiner]

From lottery scams to fake tech support calls, fraudsters use familiar tactics to exploit trust. Discover practical ways to protect yourself and your family from common scams: https://t.co/WguUXYyMk0

[Jeff Joiner @jeffkjoiner]

9 questions owners should be asking as they plan for a successful family business transfer: https://t.co/RcIJRUIyY8

[Jeff Joiner @jeffkjoiner]

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/gABW7dPh9m

[Jeff Joiner @jeffkjoiner]

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/bXjSCehhw7

[Jeff Joiner @jeffkjoiner]

Estate planning is just as important for those without heirs, though choosing your medical and financial surrogates may need extra attention. https://t.co/urC7Cq5ICg

[Jeff Joiner @jeffkjoiner]

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/28JcOUez9K

[Jeff Joiner @jeffkjoiner]

Investors can gain more control over their portfolios with direct indexing. Learn more about this innovative and customizable strategy: https://t.co/TG3obc05XT

[Jeff Joiner @jeffkjoiner]

Death, taxes and hedge funds. Explore how private placement life insurance and private placement variable annuities could help you account for two of those while investing in the other: https://t.co/5SiUnwpfS5

[Jeff Joiner @jeffkjoiner]

From gold bars to mining stocks, see what can make gold enduring as a distinct investment in times of economic turbulence. https://t.co/oJmT4CX3qJ

[Jeff Joiner @jeffkjoiner]

Different giving goals require different giving vehicles. Explore two charitable choices – the private foundation and the donor advised fund – and how each could suit your philanthropy strategy: https://t.co/UdJVeyAEgB