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.
Helpful Content
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.