Providing Comprehensive Financial Planning & Investment
throughout Boston’s North Shore.
The cornerstone of our financial practice is wealth accumulation planning for individuals approaching retirement and retirement income planning for retirees. Our goal is to help you preserve and grow your assets by recommending comprehensive financial and retirement planning strategies that reflect your needs, values and risk tolerance.
SPECIALIZED FINANCIAL SERVICES
Retirement Income Planning — The heart of our financial expertise is asset accumulation and transitioning savings into income-producing investments that help fund retirement.
Investment Planning & Management – Our investment plans help you set realistic financial goals, identify your risk tolerance and outline investment strategies. Our services encompass your unique circumstances and include ongoing portfolio reviews, rebalancing and financial education.
Estate Planning Strategies – Receive guidance on how to transition your possessions to your family and community, plan for tax and legal obligations and help ensure your estate wishes are fulfilled.
Discover How North Atlantic Wealth Management Can Help You Realize Your Financial Goals
Call 781-245-9100 x 11 or email Fred deNapoli for a complimentary and private financial planning consultation.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When to start? Should I continue to work? How can I maximize my benefit?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
These food myths will really put a drain on your wallet.
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.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Making the most of surprises is a great reason to work with us.