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WELCOME TO WELLESLEY FINANCIAL PLANNERS


About Us

About Us

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

Click here to learn more about us.

Tax Topics

Tax Topics

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

Become a Client

Become a Client

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

Click here to tell us about yourself and have one of our planners contact you.

Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

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

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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Lifetime of Earnings

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Home Mortgage Deduction

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

Can I Refinance My Mortgage?

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

Taxable vs. Tax-Deferred Savings

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

Comparing Mortgage Terms

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

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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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

When Markets React

When markets shift, experienced investors stick to their strategy.

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