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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Second marriages are a trigger event to revisit any existing estate strategies.
Four vacation destinations you might never have thought of.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn about the average American budget in this fun and interactive piece.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations?
Taking your Social Security benefits at the right time may help maximize your benefit.
Bucket lists don’t have to be for tomorrow.
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.