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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
There are common mistakes you can avoid when saving for retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Lifestyle considerations in creating your retirement portfolio.
Second marriages are a trigger event to revisit any existing estate strategies.
Do you know where the idea of “retirement” comes from?
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.