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.
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 Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding how a stock works is key to understanding your investments.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The item most homeowners forget on their home improvement project checklist is insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.