Understanding Today’s Financial Environment
Deni DuFault is an investment advisor who helps clients prepare for the future by focusing on reducing risk, long-term savings and retirement planning. Deni is a relationship-centered consultant who works closely with clients to understand their specific concerns, goals and risk tolerance, then presents options to match their needs. His simple common sense approach, personal attention and educational support take the mystery out of investing so clients can focus on what's most important: getting the most out of their money.
Having over 25 years of experience in financial services, I can help you address your needs of today and for many years to come. If you have any questions about your financial situation or would like to schedule a no cost, no obligation appointment, please give me a call at (603) 383-9400.
I am licensed in the following states: NH, MA, ME VT, FL, NY & NC.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
At what point can you call a personal vehicle commercial?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?