Skip to content
North Atlantic Investment PartnersNorth Atlantic Investment Partners
  • Home
  • Our Firm
    • Our Firm
    • Working with Us
    • About Raymond James
    • Join our Firm
  • Our Team
    • Our Team
    • Jason Tholander
    • Stephen Hollingsworth
    • Paul Kapur
    • Christopher Szymanski
    • Matthew Lane
    • Sam Goldberg
    • Scott Wheeler
    • Richard B. Goldman
    • Ryan Schott
    • Brianna Donofrio
    • Sarah Morse
    • Why Work With a CFP
  • Services
    • Services
    • Executive Services
    • Corporate Planning Services/Institutions
    • Multigenerational Planning
  • Resources
    • Resources
    • Estate Planning
    • Wealth Planning
    • Institutional Fiduciary Services
  • Insights
    • Insights
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Digital Account
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Newton, MA - BDQ
    2345 Washington St Suite 101 Newton Lower Falls, MA 02462-1458 T: 617.964.0400 F: 617.964.0422
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Business Owners
    • Charitable
    • Investment Strategy
    • Retirement Planning
  • Media
    • Article
    • Commentary
    • Infographic
5 Benefits of Donating Appreciated Stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
Give Wisely to Maximize Your Charitable Impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Read
Read
Key Requirements for Aging in Place
Remaining at your long-term residence as you age can be an attractive option – but it may require home modifications to accommodate your needs.
Retirement & Longevity
Does Your Business Qualify for This Notable Tax Deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
Read
Year-End Tax Tips for Businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
Read
Make Your Final Tax-Saving Moves Before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning
Read
Social Security Increases Benefits by 5.9% for 2022
More than 64 million Americans will see the increase in their payments beginning in January.
Retirement & Longevity
Solidify Your Family Legacy by Preparing Your Beneficiaries
Careful planning and open communication is critical for the successful transition of family wealth and values.
Estate & Giving
envelope

A Trusting Partner Standing Sentry

North Atlantic Investment PartnersNorth Atlantic Investment Partners
  • 2345 Washington St Suite 101 Newton Lower Falls, MA 02462-1458
  • T 617.964.0400
  • F 617.964.0422
  • Map & Directions
  • Map & Directions

© 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. North Atlantic Investment Partners, KTS Financial Group, Celeriter Capital, Kruegold Asset Management, and Adele Financial are not registered broker/dealers and are independent of Raymond James Financial Services.

 Legal Disclosures  |  Privacy Policy  |  Terms of Use

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.

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.