Private Wealth Management For Select Individuals
At The Abbott Bennett Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of which revolve around making decisions that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
- MDRT - Million Dollar Round Table
- Greater Concord Chamber of Commerce
- Greater Manchester Chamber of Commerce
- Chamber of the North Country
- NAIFA - National Association of Insurance & Financial Advisors
- Estate Planning Source
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
These food myths will really put a drain on your wallet.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The true cost of raising a child may be far more than you expect.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Recent changes in estate tax laws could affect the strategy you have in place.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.