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

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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Annuity Comparison

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

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