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  • Melissa Paddock
    400 Foam St, Suite C Monterey, CA 93940-1449 T: 831.655.2700 F: 831.655.2702
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Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
Read
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Write your story: Embrace your retirement identity
Rediscover yourself and the impact you can make in this new phase.
Retirement & Longevity
The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
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Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
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Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
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Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity

A breadth of services to serve a variety of needs

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  • Paddock Financial Planning
  • 400 Foam St, Suite C Monterey, CA 93940-1449
  • 831.655.2700
  • 831.655.2702
  • Map & Directions
  • Map & Directions
  • Melissa.Paddock@RaymondJames.com

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

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