For those who want to add control, confidence and continuity to their retirement and estate plans, setting up a trusteed IRA may be beneficial. Learn more:
关于我们
Founded by Donald M. Roy in 1987, NEWA provides comprehensive financial planning, implementation, and wealth management services to individuals and organizations. We'll help you describe your destination in achievable terms and establish milestones for measuring progress; chart a course that is likely to get you there on time, in a manner that’s aligned with your values, risk tolerance, and context; and stay the course under most conditions but make principled adjustments as necessary. We’ve also unlocked the reasons this is easier said than done. So if you’d like a guide with 30 years’ experience to help you navigate, we encourage you to schedule a complimentary Discovery Session. _____ DONALD M. ROY, CFP? Founder & Financial Advisor, New England Wealth Advisors 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. Please follow this link to additional disclosures: https://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC. New England Wealth Advisors and Boston Harbor Wealth Advisors, LLC are not registered broker/dealers and are independent of Raymond James Financial Services. *Raymond James does not offer tax or legal advice or services. You should discuss any tax or legal matters with the appropriate professional.
- 网站
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https://www.newealthadvisors.com
New England Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Merrimack，New Hampshire
- 创立
- 1987
- 领域
- employer sponsored retirement plans、wealth management、financial planning、fiduciary investment services、individuals & families、non-profits、endowments & foundations、small businesses、retirement income planning、estate planning、tax planning、insurance planning和college planning
地点
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获取路线
255 Daniel Webster Hwy
US，New Hampshire，Merrimack，03054-4807
New England Wealth Advisors员工
动态
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As we approach World Elder Abuse Awareness Day (WEAAD), we would like to prioritize our focus on older persons during emergencies and the unique challenges these individuals encounter. Defined as an intentional or negligent act that causes harm or serious risk of harm to an older adult, elder abuse can include physical, psychological, and sexual abuse; financial exploitation; and neglect and abandonment. According to the FBI, in 2023, over 101,000 victims aged 60 and over reported elder fraud. Join us in raising awareness of this crime. #ElderAbuseAwareness #EverSafe #WEAAD
Elder Fraud, in Focus | Federal Bureau of Investigation
fbi.gov
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More money, more planning. Explore how significant wealth can invite risk into unexpected areas of your life.
The risk inverse: Why – despite what you might think – more money means more planning
raymondjames.com
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Commodities generally saw positive returns, with energy prices continuing to lead the way. Agriculture and industrials experienced mixed performance, while gold and silver prices benefited from increased purchasing by central banks. In our latest commodity digest, Invesco specialists share a sector-by sector overview of commodity market performance and insights into 2024 trends. Read more here.
Commodity investing with Invesco ETFs
invesco.com
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Invesco's Chief Global Market Strategist, Kristina Hooper, shares her thoughts from the Federal Reserve interest rate announcement and press conference. Read more here.
Fed meeting May 2024: Rates stay put as Fed waits for more data
invesco.com
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In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens.
4 priceless money lessons for kids
raymondjames.com
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A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.
Saving for K-12 education with a 529 plan
raymondjames.com
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Moving assets to a Roth IRA can provide more income?flexibility in retirement.
Comparing IRAs: Could Converting to a Roth IRA Benefit You?
troweprice.com
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How to get ready for retirement.
4 Things to Do in the Decade Leading Up to Retirement
troweprice.com