Skip to content
Paddock Financial Planning logo imagePaddock Financial Planning logo image
Melissa Paddock
  • T: 831.655.2700
  • F: 831.655.2702
  • Map & Directions
  • Map & Directions
X
  • Home
  • What We Do
    • What We Do
    • Why Work With a CFP
  • Who We Serve
  • About Us
    • About Us
    • Melissa Paddock
    • About Raymond James
  • Events
  • Resources
    • Resources
    • Insights and Commentary
    • WorthWhile
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Melissa Paddock
    400 Foam St, Suite C Monterey, CA 93940-1449 T: 831.655.2700 F: 831.655.2702
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
    • Women
  • Media
    • Article
    • Infographic
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Read
Read
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use y...
Family & Lifestyle
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that se...
Markets & Investing
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment opti...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you ...
Markets & Investing
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a power...
Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money...
Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth ...
Estate & Giving

A breadth of services to serve a variety of needs

Connect with us
  • 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.

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.. Paddock Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Raymond James Legal Disclosures (including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use