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
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
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.