Newsletters

Most Americans spend more time planning for vacations and holidays than planning for their retirement.1
1 Employee Benefit Research Insitute, 2007

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.

  • February

    A Grand New Contribution
    If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

    Mutual Fund Mastery
    Test how much you know about one of the most popular investment vehicles.

    Living Comes with Guarantees
    Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

    The Trouble with Timing
    The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

    Election Year Antics
    As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

    Quick Facts - February 2008
    Information about Retirement, Long Term Care and the Mature Markets