At New England Wealth Advisors we offer investment and financial planning services to individuals, business owners and non-profit organizations through our relationship with Securities America, Inc. and Securities America Advisors, Inc. Pictured to the right is our office building located at 255 Daniel Webster Highway, Merrimack, NH 03054. Our regular office hours are M - F, 8:30 AM - 4:30 PM, however, our appointment schedule has extended hours. For more information please call our office at (603) 429-0968.
Don has been invited and will attend a Managed Money Conference at the Ritz Carlton Amelia Island, FL from November 3 – 6th, 2014. Some of the categories for discussion are: Is Estate Planning Worth it? Value Investing, Institutional Asset Allocation Solutions, new Investing Concepts and Incorporating Non-traditional Fixed Income into Your Asset Allocation.
In addition to the NEWA Wealth Portal resource that we recently introduced to clients, we have two new planning resources available. The first is Social Security Wise, which is an educational resource for helping to maximize Social Security benefits. The second is a One Click Health Estimator, which can provide cost estimates for health conditions mapped to different age levels.
“Ability will enable a person to get to the top, but character will keep them from falling."
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Even low inflation rates over an extended period of time can impact your finances in retirement.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
To choose a plan, it’s important to ask yourself four key questions.
It's important to understand how inflation is reported and how it can affect investments.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The decision whether to buy or rent a home may have long-term implications.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When do you need a will? The answer is easy: right now.