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Whitman Financial Services, LLC - Wakefield, MA

 
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Individuals

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.

Products & Services

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

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

My Retirement Savings

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

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Should You Invest in Exchange Traded Funds?

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

Surprises

Making the most of surprises is a great reason to work with us.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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