WELCOME TO WELLESLEY FINANCIAL PLANNERS
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Years of experience have prepared us to guide you through your life transitions.
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Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Here are 4 great, and sometimes unexpected, places to raise a family.
Apps that help small business owners better manage and grow their business.
Get ready to enjoy America’s national park system with this helpful article.
Earnings season can move markets. What is it and why is it important?
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
For women, retirement strategy is a long race. It’s helpful to know the route.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.