Rightsizing for Retirement Social Security: By the Numbers Women and Retirement Raise Your Retirement Income

Understanding Today's Financial Environment

Welcome, I'm Mark Patterson, a Investment Advisor in Wolfeboro, NH. At MHP we understand that individuals face unique challenges as they prepare for retirement. We can help with the complexities preparing for today and tomorrow with our holistic financial planning approach. Whether you are investing for a tax advantaged retirement,estate or legacy planning, our personalized service focuses on your needs, wants, financial goals and objectives.

Our professionals have years of experience advising clients. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (603) 447-1979.
 

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Variable Universal Life Insurance

Variable Universal Life Insurance

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

 

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Retirement Income and the Traditional Portfolio

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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

Comparing Mortgage Terms

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

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Assess whether you are running “in the black” or “in the red” each month.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Strategies

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

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

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Principles that can help create a portfolio designed to pursue investment goals.

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Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

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