Skip to content
envelope
The Birch Lane Group of Raymond James
Menu
Home
Your Team
Your Team
Donna H. Colucci
Randall Watsek
Tricia Jones
Founders Legacy
About Raymond James
Why Work With a CFP & CFA
Our Clients
Our Clients
Business Owners
Corporate Executives
Families and Individuals
Healthcare Professionals
Pre-Retirees
Retirees
Our Difference
Our Difference
Vision & Principles
Financial Planning
Our Process
Investment Management
Insights
Insights
Newsletters
Resources
Event Webinars
How the Wealth Management Process Works
Connect
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
The Birch Lane Group
341 Route 202, Suite 1A
Somers, NY 10589-3244
T: 914.600.8203
F: 866.597.3934
TF: 866.729.8764
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Technology & Innovation
Media
Article
Newsletter
Refine your giving when communities need it most
We’ve gathered strategic giving tips that philanthropists of all levels can use.
Read
Estate & Giving
How to manage caregiving while working
For individuals in caregiving roles, the combined pressures of work and home can become overwhelming. Support from employers can make all the difference.
Read
Family & Lifestyle
How organizations are supporting caregivers through COVID
Balancing caregiving and working is no easy feat. Here’s how organizations are stepping in to help employees manage it all.
Read
Family & Lifestyle
Do's and don'ts of starting a business with your spouse
How to make your dreams come true and avoid any nightmares.
Read
Family & Lifestyle
Revamp your social media profiles with purpose
These tips will have you building your brand and meaningful connections.
Read
Family & Lifestyle
Simple tactics for shutting down age-based criticism
Ageism is a growing problem – and one the pandemic has shone a light on. Here’s how you can combat it in your own life.
Read
Family & Lifestyle
The importance of discussing inheritance with your heirs
As you finalize estate plans and decide how you'll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs.
Read
Estate & Giving
Load more
Load more