Understanding Today’s Financial Environment
Welcome, I’m Sean Nolan, a financial professional in Clinton, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (978) 618-0010.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Life insurance proceeds are generally tax-free. But not in all cases.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a quick guide to checking to see if you have unclaimed money.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
All about how missing the best market days (or the worst!) might affect your portfolio.