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WELCOME TO WELLESLEY FINANCIAL PLANNERS


About Us

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Tax Topics

Years of experience have prepared us to guide you through your life transitions.

Become a Client

Becoming a client with us is as easy as it is rewarding.

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Helpful Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

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Forecast

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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