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Why Hirst Wealth

Experience

Learn more about how the Hirst Wealth team is focused on delivering peace of mind.

Estate Planning

Leadership

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Financial Planning Myths

Education

Click here to learn more about financial planning and get more information on debunking myths about financial planning.

Wealth Designed. Life Defined.™

Hirst Wealth Management, Inc.’s mission is to focus on delivering peace of mind. How? By providing customized financial plans, investment strategies and estate plans. We are the team you can rely on. We are one of the leading wealth management firms in Fall River, MA serving families, business owners, executives and institutions. Our team strives to provide you the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Hirst Wealth Management, Inc. help you on your True Wealth journey.

 

Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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Can I Refinance My Mortgage?

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Principles

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Emerging Market Opportunities

What are your options for investing in emerging markets?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite, to provide information on a topic that may be of interest. FMG Suite is a separate entity from CWM, LLC.

Investment advice offered through CWM, LLC, a Registered Investment Advisor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2014 FMG Suite

2014 Hirst Wealth Management, Inc. All rights reserved

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261 Union Street — Suite 207
New Bedford, MA 02740
Phone: 508-636-3595
Fax: 508-999-4265
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