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    69 Winn St Burlington, MA 01803-4806 T: 781.272.2200 F: 781.273.4117
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The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Read
Read
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Tempted by the van life? Weigh these logistical trade-offs
What to consider if the van life is calling to your inner nomad.
Family & Lifestyle
Read
Leave a legacy that goes beyond money
Share something of significance and pass on so much more than money.
Estate & Giving
Read
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
Read
Great wealth, great responsibility for elite young athletes
High-profile competitors – including those in college – can profit tremendously from name, image and likeness (NIL) deals.
Family & Lifestyle
Make data privacy a priority in 2023
As our lives become more digitally integrated, our data becomes more valuable.
Technology & Innovation
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Webinar replay - Ten Themes for 2023
1/10/2023
Chief Investment Officer Larry Adam shares the Investment Strategy committee's Ten Themes for 2023.
Markets & Investing

Are you ready? Let’s uncover the possibility of working together.

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New England Financial Planning Group logo.New England Financial Planning Group logo.
  • 69 Winn St Burlington, MA 01803-4806
  • 781.272.2200
  • 781.273.4117
  • Map & Directions
  • Map & Directions

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

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