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

Comprehensive Financial Planning Services in New Hampshire

Based in Wolfeboro, New Hampshire, Mark Patterson is an Independent Registered Investment Advisor (RIA) offering comprehensive financial planning services to individuals and families approaching retirement in the greater Concord, New Hampshire area, including Manchester, Portsmouth, Dover, and Rochester.

Upon facing retirement, many individuals and families are looking for a financial advisor who can help them develop a comprehensive retirement strategy, from managing investments to building a predictable and consistent income to determining insurance products that may fit their needs. Mark seeks to offer New Hampshire based individuals and families assistance in these areas and help them pursue their financial goals.

Mark understands that the financial world of retirement can be complicated and confusing. With more than 20 years of experience in the financial services industry, as well as a Master of Business Administration in Finance, he is committed to working together with clients and helping them navigate retirement and financial complexities with a holistic planning approach.

 

Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

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Personal Finance Tips for Military Families

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Insuring Your Business With a Buy/Sell Agreement

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Get Paid for Going Green

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A Look at Whole Life Insurance

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The Investment Risk No One’s Ever Heard Of

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Use this calculator to estimate your capital gains tax.

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

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Your DNA Test

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Making Your Tax Bracket Work

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A Bucket Plan to Go with Your Bucket List

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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