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Articles of Interest

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Darin Koss / Tower Wealth Partners Named to Forbes Best in State List

04.14.2020 // Advisor Created

Darin Koss, AAMS®, CERTIFIED FINANCIAL PLANNER, Investment Management Consultant RJFS, Managing Principal of Tower Wealth Partners located at 1000 W. Market Street was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

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Discretionary Model Update w/ Jared Kohl

03.27.2020 // Advisor Created

After much reading, listening, and critical thinking during these past few weeks we have decided to make some adjustments to our discretionary model portfolios this week. Our objective during this time is, and has been, to stay invested with the managers we trust, while also taking into consideration where we expect the market and economy to be going forward.

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How to Help Family - Without Overdoing It

01.27.2020 // Advisor Created

If they’re not careful, aging couples’ generosity toward their children and grandchildren can erode their savings. You can help couples plan their giving without jeopardizing their retirement.

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Candles spelling out '2020' surrounded by glitter

Don't abbreviate 2020. It's for your own good.

01.04.2020 // Advisor Created

When the year 2020 is abbreviated on official forms and documents, those looking to exploit unsuspecting people can easily manipulate those numbers and leave people potentially vulnerable to fraud.

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