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
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How long does a $20 bill last?
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: right now.