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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Understanding the value of a home warranty.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For many, retirement includes contributing their time and talents to an organization in need.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Learn when it may not make sense to file a claim on your home insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
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.
A bucket plan can help you be better prepared for a comfortable retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.
Women must be ready to spend, on average, more years in retirement than men.
Are you ready for retirement? Here are five words you should consider.