255 Daniel Webster Highway
Merrimack, NH 03054-4807

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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."

 

 

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Rule of 72

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Exit Strategies of the Rich and Famous

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

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.

Rightsizing for Retirement

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Retiring the 4% Rule

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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