255 Daniel Webster Highway
Merrimack, NH 03054-4807

LinkedIn

Don Roy, CFP®, CFS, RFC

(603) 429-0968

 
Making Your Tax Bracket Work Making Your Tax Bracket Work The Cost of Procrastination The Cost of Procrastination Exit Strategies of the Rich and Famous Exit Strategies of the Rich and Famous

Welcome

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.

 
Office Update

Don has been invited and will attend the Masters Forum Excellence Club hosted by Securities America, Inc. from March 8th – 11th. It is being held at the Pelican Hill Resort in Newport Beach, CA. He will hear from Jim Nagengast, CEO & President as well as other Executive briefings.

Tom VanLoon, a long time associate has decided to semi-retire. We are pleased to service his past clients and welcome the opportunity to assist them in any way. We are a full service Wealth Management firm able to provide several products and services and ask that you contact us with any of your financial planning needs.

We are happy to welcome Denise Gilbert, APA to our Retirement Plan Services Team. Denise comes to us with 10 years of retirement plan experience and is a valuable resource and assistant for our clients.

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.

Quote

“The difference between ordinary and extraordinary is that little extra."

 

 

Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos arrow