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.
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.
“You can ignore reality, but you can’t ignore the consequences of ignoring reality. Ayn Rand”
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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
Buy/sell agreements are designed a business against the death of a principal or key employee.
This worksheet can help you estimate the costs of a four-year college program.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Tax preparation may be the perfect time to give the household budget a check-up.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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 can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
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.