Newsletters

Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1
1 AARP, 2008

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.  Simply click on one of the newsletter topics below to read the article in its entirety.

Before implementing any strategy discussed herein, you should consult with your own financial, tax, and/or legal advisors to determine its applicability in light of your own situation.

Most insurance policies and annuity contracts contain exclusions, limitations, reductions of benefits, surrender charges and terms for keeping them in force. Your representative can provide you with costs and complete details.

Pursuant to IRS Circular 230, New England Financial is providing you with the following notification: The information contained in this newsletter is not intended to (and cannot) be used by anyone to avoid IRS penalties. This newsletter supports the promotion of New England Financial products and services. You should seek advice based on your particular circumstances from an independent tax advisor. Neither New England Financial nor their representatives or agents are permitted to give legal or tax advice. Any discussion of taxes included in or related to this document is for general informational purposes only. Such discussion does not purport to be complete or to cover every situation. Current tax law is subject to interpretation and legislative change. Tax results and the appropriateness of any product for any specific taxpayer may vary depending on the particular set of circumstances. You should consult with and rely on your own independent legal and tax advisors.

  • December

    Quick Facts - December 2009
    Information about Retirement, Long Term Care and the Mature Markets

  • November

    Home Equanimity
    The contraction of the housing market has caused many people to take a second look at the way they view their homes.

    The Measure of a Life
    One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

    Confident in Consumer Confidence?
    The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

    Playing Catch-Up with Contributions
    Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

    Measuring the Jobs Situation
    Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

    Quick Facts - November 2009
    Information about Retirement, Long Term Care and the Mature Markets

  • August

    The Long Road Ahead
    The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

    Note to Self: Check Beneficiary Designations
    Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

    Still Time for Stimulus Benefits
    The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

    Quick Facts - August 2009
    Information about Retirement, Long Term Care and the Mature Markets

  • July

    Get Your Retirement Reality Check
    A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

    Higher Education Pays, But So Will You
    It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

    It's Not Too Late to Consider Life Insurance
    Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

    Quick Facts - July 2009
    Information about Retirement, Long Term Care and the Mature Markets