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:
Newsletters
-
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
-
Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
-
After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
-
Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.