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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Calculating your potential Social Security benefit is a three-step process.
When you’re married and have children, insurance needs will be different.
Probate can be a completely public process, or it can be managed to include as little information as possible.
A letter of instruction provides additional and more personal information regarding your estate.
Military families face unique challenges, making personal finance even more critical.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
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.
Do you know these three personal finance sayings?
For women, retirement strategy is a long race. It’s helpful to know the route.
A special needs trust helps care for a special needs child when you’re gone.
You’ve made investments your whole life. Work with us to help make the most of them.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Taking your Social Security benefits at the right time may help maximize your benefit.