Planning for Today’s Retirements
This is not your father’s retirement. Gone are the days of working 35 years or more, only to enjoy just a few years of retirement before passing on. Today’s workers are enjoying 10, 20 and even 30 years of post-career life … making it an entirely different process to ensure they don’t run out of money along the way.
“Clients want to be sure they don’t outlive their money,” says Stephen Kelley, president of Safety First Financial Planners. “Retirement is a scary cliff to go over. We set our clients up for a soft landing.” …Read More
International Planning Group Serves Life Insurance Needs of Ultra-High-Net-Worth Marketplace
Some companies thrive in their areas of operation. Others shape and even redefine entire professions. International Planning Group is in the second category.
With a sales staff of only 26, IPG is a world leader in life insurance-based wealth planning. The company creates customized solutions for ultra-high-net-worth individuals and large, closely held or multinational corporations the world over.
This is not the usual insurance sales and distribution company; far from it. The firm has a solutions …Read More
Business-Savvy, Concierge Service in
It’s 6:18 p.m. the day before the holiday. Everyone has gone. You’re about to run the last report, log off and leave. The network freezes.
You sigh. You dial IT service. You settle in for the wait. A few minutes later the phone rings. Coretelligent calling back: We’re on it.
Chances are, Coretelligent was on it even before your call connected. This information technology services firm proactively monitors clients’ systems to keep them running smoothly and to respond quickly if something needs attention. “We have established …Read More
You’re Never a Number at Constellation Financial &
Wealth Management Services
Only yesterday, or so it seemed, the young woman was a newborn, her parents’ newest tax dependent. But here she was, 22 years old, with financial concerns of her own.
“I remember clearly her dad coming into my office and dropping her Social Security card on my desk and saying, ‘I have another tax deduction this year,’” says Stephen P. Piotte, E.A., CEO of Constellation Financial & Wealth Management Services. “In fact, the plan I worked out with him helped her get through college, while allowing him to continue to save for his and his wife’s retirement. …Read More
Private Wealth Management Since 1838
Managing investments is a lot like steering a ship. It is easy to stay on course in good weather, but when the sea is rough, there is nothing so reassuring as having an experienced captain at the wheel.
For nearly 175 years, Welch & Forbes has been at the helm, helping New Englanders protect their assets through all types of market conditions. Founded in 1838—before the stock market existed—this revered Boston firm originally oversaw the personal business affairs for the families of sea captains and ship owners while they traveled the world. Much …Read More
Personalized Wealth Management for Retirement
Retirement should be a time to relax. Concerns about the global economy and uncertainty over the future of
taxes, health care, Social Security and other variables, make it increasingly difficult to
know which way to turn. Massachusetts-based Flagship Financial Advisors, LLC helps take the worry out of wealth management for retirees and those who are approaching retirement.
“We believe in doing the planning before we start with investment selection,” says Managing Director Paul V. Ryan Jr., CFP®. “You have to know where you want to go, before deciding how to get there.” …Read More
Steering Client Legacies With a Steady Hand
Before she became a trusted financial advisor to her fellow North Shore residents, Pamela M. Nottingham was a registered nurse. She later became the director of admitting for two merging hospitals, leading her to pursue a graduate business degree and forge a new career path in the financial sector.
“As a nurse, I was used to looking at the big picture,” Nottingham recalls. “When I became an advisor, I had no interest in the hot stock of the day. I really wanted to focus on what was important to my clients and to help them achieve their total financial health.” …Read More