Financial Security

 

A complete line of services for your Financial Security

 

Tax Preparation

 

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Retirement Planning

 

The guidance, tools, and services necessary to prepare for retirement.

 

Financial Planning ★ Estate Planning

Insurance ★ Investments

Accounting ★ Bookkeeping ★ Payroll

Income Tax Preparation

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Social Security Amounts for 2016

Social Security Amounts for 2016

The Social Security Administration has announced the new amounts for 2016.  Due to the CPI index factors for this past year, the gross Social Security benefits do not have an increase for 2016.  Even though benefits do not change for 2016, some of the other...

Fall Financial Tidbits

Fall Financial Tidbits

Summer has come to an end. Now that the hottest days, family vacations and back-to-school rush are behind us, it’s a great time to give some attention to your personal finances. Prepare for the coming months – and the holidays on the horizon – with these fall tips:Pay...

Life Insurance Awareness Month Comes to an End

Life Insurance Awareness Month Comes to an End

As we have presented this September, life insurance can do some pretty amazing things for people. It can buy loved ones time to grieve. It can pay off debts and loans, providing surviving family members with the chance to move on with a clean slate. It can keep...

Are You Ready to be a First Time Home Buyer?

Are You Ready to be a First Time Home Buyer?

Now, more than ever, is a great time to be a first time home buyer. Housing costs are low, interest rates are at a record low, and you don’t own a home that you have to worry about selling and most likely lose a profit. However, just because it is an ideal time to...

Changing Jobs? Don’t Forget your 401(k)

Changing Jobs? Don’t Forget your 401(k)

One of the most important questions you face when changing job is what to do with the money in your 401(k). Making the wrong move could cost you thousands of dollars or more in taxes and lower returns.Let's say you put in five years at your current job. For most of...

Voted Best Accountant, Financial Planner & Insurance Agency in Wrentham 2011-2020 & Regional Favorite 2016-2020

Voted 2022 Local Businessperson of the Year in Wrentham by Alignable

Voted 2020-2021 Local Businessperson of the Year in Wrentham by Alignable

Voted Top 31 Insurance Agency in Providence RI Area

Retirement Planning made easy with NFS

Life Insurance – Why Now?

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