Wealth Advisory and Brokerage Services
Settlement Planning
Estate Planning Strategies
Restricted Accounts
Retirement Planning Services
Raymond Wealth Advisors
Connecticut Financial Center, 157 Church Street, 19th Floor
New Haven,
CT
06510
Phone:
- 203-640-2129
Fax:
- 203-287-0862
- E-mail address: chris.raymond@lpl.com
Newsletters
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Four Things Investors Should Know About Stock Splits
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.