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Financial Planning Myths

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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.

 

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Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Healthcare Costs in Retirement

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Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Important Birthdays Over 50

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A Bucket Plan to Go with Your Bucket List

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Rebalancing Your Portfolio

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Use this calculator to estimate your capital gains tax.

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

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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5 Smart Investing Strategies

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

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

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Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Busting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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To Buy or Not to Buy

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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
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