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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Five strategies for managing your student debt.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women must be ready to spend, on average, more years in retirement than men.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here’s a quick guide to checking to see if you have unclaimed money.
What does your home really cost?