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 recently attended the Symmetry Summit in Miami, Fl. Nov.6th. He heard from Chief Investment Strategists, Senior Portfolio Managers and several Research Associates of Symmetry, LLC.
Please join us in acknowledging Chynna for receiving her Certificate of Paraplanner Development issued by The American College. This has given Chynna the knowledge to assist a Certified Financial Planner®.
For our clients who are looking into Medicare options such as Medicare Advantage, Medicare supplement or Medicare Cost Plan, we are happy to now provide our clients with access to Medicare Genie. This online tool should help “demystify” the process of making these important decisions. Please click here to access Medicare Genie.
“Don’t be pushed by your problems. Be led by your dreams.”
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This worksheet can help you estimate the costs of a four-year college program.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?