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Jon Ramey and Randy Bolin
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
Fifth Third Building
110 North Main Street, Suite 1100
Dayton, OH 45402
110 North Main Street, Suite 1100
Dayton, OH 45402
tel: 937-223-4093
toll free: 800-223-0644
fax: 937-223-4010
toll free: 800-223-0644
fax: 937-223-4010
Educational Articles
At Morgan Stanley Smith Barney, we know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. We offer our clients intelligent counsel based on our research, intellect and hard work. Please review the articles below to learn more about the products and services available to our clients.
- Leaving a Legacy of More Than Wealth For The Next Generation
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part I
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part II: Medicare and Medigap
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part III—Long-term Care
- The Hard Facts of Long-Term Care Insurance
- Teaching Children the Financial Facts of Life
- Did You Know? Socially Responsible Investing Can Have Its Rewards
- Early IRA Withdrawals Can Be Costly
- Investment Diversification Using Asset Allocation
- IRAs – Still Popular After All These Years
- Time Is Money: Deciding When to Take Social Security
- Do You Know Who Your IRA Beneficiary Is—and Why It Matters?
- Seven Strategies for Investing During Volatile Markets
- Staggered Retirement: When One Spouse Leaves the Workforce
- Instilling Financial Values in Your Children and Grandchildren by Women & Co.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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