Learn About Investing

We’ve included investing tools and resources to help you flex your investment muscles. The articles below can help you familiarize yourself with investing principals and terms. For tailored advice, schedule a time to speak with one of our expert financial advisors. Request your complimentary consultation now.

 


 

Just Getting Started

These articles were selected to give you a general overview of investing topics.

 

Why Contribute to a Roth IRA?

Consider the benefits and limits
associated with making post-tax
contributions to an individual
retirement account.

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Over Time, Markets Have
Proved Positive and Resilient

When markets react, consider a
broader historical perspective
before changing your financial
course.

Read More >

 

7 Ways to Boost Your Savings

Discover smart options to grow
your savings.

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What's Your Money Mindset?

Understanding your motivators
can help you better control your
wealth journey.

Read More >

 

Life-Changing Events
Change Your Taxes, Too

Review how six major life events
can impact your federal return.

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Sustainable Investing
Misconceptions vs Reality

Set the record straight when it
comes to these four common
misunderstandings.

Read More >

 

 


 

 

Looking into Retirement

Read on for information specifically about retirement

 

Risks to Your
Retirement Income

Learn more about risks related
to healthcare, taxes, and the
market.

Read More >

 

The Twists and Turns
of Social Security

This all-important retirement
income source is tricky,
especially around times of
transition.

Read More >

 

Who do You Want to Be
in Retirement?

Today's retirees are crafting a
variety of retirement styles.
What's yours?

Read More >

 

Debunking Social
Security Myths

Shine some light on these
common misconceptions to
help get the most from
your hard-earned benefits.

Read More >

 

What Saavy Investors Know
About Social Security

Explore some of the ways that
in-the-know retirees make the
most of their benefits.

Read More >

 

Loved Ones, Legacies,
and Life Insurance

For some estate planning and
financial goals, life insurance
may be just the solution.

Read More >

 

 

 

Ready to turn your plans into reality?

Schedule a consultation with a financial advisor today.
 

Request an Appointment

 

 

 

 

 

 

All investment services are provided through our broker-dealer Raymond James Financial Services, Inc.

 

*These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.


Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Security Service Investment Group and Security Service Federal Credit Union are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.


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 that 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 that are not addressed on this site. Contact your local Raymond James office for information and availability.


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