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50 Salem Street
Suite B/303
Lynnfield, MA 01940

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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.

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Inflation and Your Portfolio

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And the Executor Is

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Investment Challenges of the Affluent Investor

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Women and Financial Strategies

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Historical Inflation

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator can help you estimate how much you may need to save for retirement.

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An Inside Look at Retirement Living

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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The Junk Drawer Approach to Investing

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

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Ready for Retirement?

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