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


Please join with us in celebrating Chynna and her husband Ryan’s first child, Aiden Bowie White. Aiden was born 6:40 PM on October 10, 2014 and weighed 8 lbs, 15.6 oz and was 21 inches. We wish for good health and happiness for their family.


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

“Our greatest weakness lies in giving up. The most certain way to succeed is to always try just one more time.” – Thomas Edison 

 

 

Helpful Content

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

 

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

To Catch a Thief

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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Historical Inflation

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

Should I Buy or Lease an Auto?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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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.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

5 Smart Investing Strategies

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

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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