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
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
How Income Taxes Work
A quick look at how federal income taxes work.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A change in your mindset during retirement may drive changes to your portfolio.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Do you have causes that you want to support with donations? Here are three tips.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.