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."
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
It's important to understand how inflation is reported and how it can affect investments.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A few strategies that may help you prepare for the cost of higher education.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
How will you weather the ups and downs of the business cycle?
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.
Learning more about gold, and its history, may help you answer that question.