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185 High Street
Clinton, MA 01510

Welcome to Nolan Financial Services
Sean Nolan Financial Advisor
(978) 618-0010
sean@nolanfs.com

Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance Retirement and Quality of Life

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.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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When Markets React

When markets shift, experienced investors stick to their strategy.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprises

Making the most of surprises is a great reason to work with us.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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