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Whitman Financial Services, LLC - Wakefield, MA

 
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We can help take some of the mystery out of preparing for your financial future.

Investments

Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.

Businesses

Insight and information for employers and employees.

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CCH Internet Tax Notebook

Our Internet strategy to your tax preparation needs.

Tax services are provided by WHITMAN FINANCIAL SERVICES, LLC and are not affiliated with or endorsed by LPL FINANCIAL.

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

U.S. Personal Savings Rate

What can be learned from the savings rate?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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Comparing Mortgage Terms

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Rightsizing for Retirement

What does your home really cost?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Investments

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

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