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
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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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Do You Need to Adjust Your Tax Withholding?
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.