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Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

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.

 

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Helpful Content

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Countdown to College

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Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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.

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The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

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.

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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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Markets React

When markets shift, experienced investors stick to their strategy.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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