Skip to content
Flying Point Financial logoFlying Point Financial logo
  • Home
  • About Us
    • About Us
    • Our Philosophy
    • Kevin Kennedy
    • Amy Mastromonaco
    • Elaine Morgillo
    • 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 & Trust
    • 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
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Media
    • Article
    • Newsletter
To convert, or not to convert to Roth IRA – tax is the question
When planning for retirement, it has long been known that taxation is one of many associated mazes.
Retirement & Longevity
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
Read
Read
Helping a loved one buy a home? Review strategies and risks
Approaches range from offering a straightforward monetary gift to making the purchase yourself and becoming a landlord.
Family & Lifestyle
Out-of-the-box alumni donations
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.
Family & Lifestyle
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
Disclosures
Customer Relationship Summary