Broker Check

50 Salem Street
Suite B/303
Lynnfield, MA 01940

LinkedIn

North Atlantic Wealth Management

(781) 245-9100 x 11

 
The Cycle of Investing Events on Wall Street The Facts About Income Tax Ready for Retirement?

Providing Comprehensive Financial Planning & Investment Services
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 strategies that seek to transition 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 seek to fulfill your estate wishes.

Discover How North Atlantic Wealth Management Can Help You Pursue Your Financial Goals
Call 781-245-9100 x 11 or email Fred deNapoli for a complimentary and private financial planning consultation.

Helpful Content

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

View all videos arrow