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    69 Winn St Burlington, MA 01803-4806 T: 781.272.2200 F: 781.273.4117
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Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
Read
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Fixed Income In Focus: 2025 Mid-Year Recap
7/7/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
Read
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
See More
July 2025 Investment Strategy Quarterly
7/1/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Equity markets found traction in June
6/30/2025
The S&P 500 and NASDAQ closed the month with new all-time high marks.
Markets & Investing
A lesson from recent history
6/30/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Not a good report on personal income and spending in May
6/27/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

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.

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 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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