At Attleboro Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Tax efficient distribution in retirement-ROTH IRAs and other strategies
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Couples may be able to head off many of the problems in a marriage that money can cause.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Bonds may outperform stocks one year only to have stocks rebound the next.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Technology tips to make your next trip even better.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.