Skip to content
Flying Point Financial logoFlying Point Financial logo
  • Home
  • About Us
    • About Us
    • Our Philosophy
    • Elaine Morgillo
    • Kevin Kennedy
    • Amy Mastromonaco
    • Debi Callina
    • Joyce O'Brien
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Retirees
    • Life Transitions
    • Women Investors
  • Our Services
    • Our Services
    • Our Process
    • Financial Planning
    • Retirement Planning
    • Investment Strategies
    • Income Strategies
    • Portfolio Management
    • Education Planning
    • Longevity Planning
    • Risk Management
    • Estate, Charitable Giving & Trusts
    • Sustainable Investing
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 855 Turnpike St North Andover, MA 01845-6143 T: 978.975.3000 F: 978.975.3323
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Housing
    • Women
  • Media
    • Article
    • Newsletter
Housing sector gets work-from-home boost
More Americans working from home has proved a game-changer for housing.
Family and Lifestyle
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Read
Read
Double the inheritance, double the planning
Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle
3 ideas for when the IRS owes you
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Tax Planning
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Read
How 10 minutes on LinkedIn per day can boost your business
A few well-spent minutes can help you connect with new clients.
Business Ownership
Read
Keeping data collectors at bay
Nowadays, our actions are tracked, digitized, commoditized and analyzed by the ever-present and arguably useful technology that has shaped the past three decades.
Technology & Innovation
envelope

 

Flying Point Financial logoFlying Point Financial logo
  • : 855 Turnpike St North Andover, MA 01845-6143
  • T: 978.975.3000
  • F: 978.975.3323
  • Map & Directions
  • Map & Directions

This website is for informational purposes only and does not constitute a complete description of our services. No information contained on this website constitutes tax, legal, insurance or investment advice.

This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. Viewers of this website will not be considered clients of Flying Point Financial just by virtue of access to this website.

Visitors to this site should not construe any discussion or information contained herein as personalized advice from Flying Point Financial. Visitors should discuss the personal applicability of the specific services, strategies, or information posted herein with a professional advisor of his or her choosing.

Articles on this site are obtained from sources which we believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. We and our information providers shall not be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in, the transmission thereof to the user. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or implication that past results are an indication of future performance.

Flying Point Financial is committed to maintaining the privacy of any nonpublic information that we obtain about you through your use of this site. We do not sell email lists under any conditions. You may view our full privacy policy here.

SEC Disclosure Brochure

Customer Relationship Summary