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
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A change in your mindset during retirement may drive changes to your portfolio.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are things about Social Security that might surprise you.
A quick look at how federal income taxes work.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Do you have causes that you want to support with donations? Here are three tips.
Despite recent tax-law changes, a stunning 5.4 million Americans are expected to pay the AMT in 2018.
Are you ready for retirement? Here are five words you should consider.