255 Daniel Webster Highway
Merrimack, NH 03054-4807

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


We are proud to now offer our clients access to the NEWA Wealth Portal. The Wealth Portal allows you to dynamically organize, store and monitor all of your important financial and personal information in one safe and secure place. Access Your Wealth Portal today.

Don recently attended a conference in Atlanta, GA hosted by INVESCO. He learned about strategies to address the US Federal Reserve’s tapering plans and how to maximize opportunities with regard to legislative, tax and social issues.

Don recently attended the Securities America’s Masters Forum; a by-invitation-only conference for their highly successful Advisors. He reviewed the state of the company, Securities America, and attended several educational sessions.

Quote

“You can ignore reality, but you can’t ignore the consequences of ignoring reality. Ayn Rand”

 

Helpful Content

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements are designed a business against the death of a principal or key employee.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Estimate Your RMD

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

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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?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retiring the 4% Rule

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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.

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