Skip to content
envelope

Wealth Intelligence

Wealth IntelligenceWealth Intelligence
  • Home
  • Our Clients
    • Our Clients
    • Business Owners
    • Retirees
    • Families & Individuals
    • Sudden Wealth
    • Veterans
  • Working With Us
    • Working With Us
    • Our Process
    • Services
    • Why Work With a CFP
    • About Raymond James
  • About Us
    • About Us
    • Bryan Oglesby
    • Adrian Griffith
    • Alfredo “Fredo” Gonzalez
    • Abbey Robinson
    • Leanne Oglesby (In Memoriam)
    • Strategic Partners
  • Resources
    • Resources
    • Riskalyze
    • Living Your Legacy
      • Living Your Legacy
      • Family
      • Career
      • Community
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Zebulon, GA
    9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176 T: 470.745.5030 F: 470.745.5032
    Map and Directions Map and Directions
  • Columbus, GA
    1000 Broadway, P.O. Box 2586 Columbus, GA 31901 T: 706.571.2100 F: 706.571.2359
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Charitable
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Washington Policy
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
What you need to know about student loan forgiveness
8/24/2022
President Biden's student loan relief exceeds expectations, said Ed Mills, managing director and Washington policy analyst for Equity Research.
Economy & Policy
Read
Read
How do SBLs stack up to student loans?
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Which education expenses are considered qualified?
Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle

Plainspoken advice for life’s financial complexities

envelope

Wealth Intelligence

Wealth IntelligenceWealth Intelligence
  • 9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176
  • 470.745.5030
  • 470.745.5032
  • Map & Directions
  • Map & Directions
  • 1000 Broadway, P.O. Box 2586 Columbus, GA 31901
  • 706.571.2100
  • 706.571.2359
  • 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: 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 which are not addressed on this site. Contact your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wealth Intelligence is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

 

Connect with us