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 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.
“The difference between ordinary and extraordinary is that little extra."
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Rightsizing for Retirement
What does your home really cost?
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Earnings season can move markets. What is it and why is it important?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: right now.