Red Bird Wealth Planning

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Red Bird Wealth Planning Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that.

So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial plan

The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and acc...
28/11/2024

The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2024 tax savings – could be more than worth the effort.

raymondjames.com

Wishing you a Happy Thanksgiving filled with good food, family and friends. We extend our heartfelt gratitude for all of...
27/11/2024

Wishing you a Happy Thanksgiving filled with good food, family and friends. We extend our heartfelt gratitude for all of you!

26/10/2024

Red Bird Wealth Planning opens new office in Fort Thomas, Kentucky, offering personalized financial planning and guidance.

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. See how you...
15/10/2024

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. See how you can make your final tax-saving moves before Dec. 31:

raymondjames.com

In honor of Cybersecurity Awareness Month, elevate your cybersecurity knowledge and stay one step ahead. Delve into the ...
14/10/2024

In honor of Cybersecurity Awareness Month, elevate your cybersecurity knowledge and stay one step ahead. Delve into the complexities of common online scams and equip yourself with strategies to safeguard your digital presence.

raymondjames.com

New swag for the grand opening! Big thank you to Madison Print Shoppe for helping us with these.
23/09/2024

New swag for the grand opening! Big thank you to Madison Print Shoppe for helping us with these.

At last, the Federal Reserve has lowered interest rates. What does it mean for your financial plan? Here's some insight.
19/09/2024

At last, the Federal Reserve has lowered interest rates. What does it mean for your financial plan? Here's some insight.

raymondjames.com

Great tips for the ever changing landscape of estate tax.
02/09/2024

Great tips for the ever changing landscape of estate tax.

kiplinger.com

Come check out our new space!
28/08/2024

Come check out our new space!

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When your business is a solo act, figuring out the right way to save for retirement can be tricky. Find out how an owner...
26/08/2024

When your business is a solo act, figuring out the right way to save for retirement can be tricky. Find out how an owner-only 401(k) plan can give you the flexibility you need to meet your retirement goals.

raymondjames.com

This week's lineup features earnings results from a large semiconductor name after Wednesday's close, along with the Fed...
26/08/2024

This week's lineup features earnings results from a large semiconductor name after Wednesday's close, along with the Fed's preferred gauge on inflation in the form of PCE Price Indexes on Friday. Read more in the Morning Brew.

www.raymondjames.com

15/08/2024

Address

1220 S Ft Thomas Avenue

41075

Telephone

+18598005226

Website

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