Abelson & Company, LLC

Chart Your Course!
Welcome to Abelson & Company, specializing in retirement & investment planning.

As a professional financial planner, Daniel M. Abelson, CFP® and his company can:

  • Help you clarify and define your goals
  • Recommend products and services that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Make investment planning easier
  • Monitor your financial accounts periodically
    "We Cannot Direct the Wind, But We Can Adust the Sails!"

Feel free to browse this site.  You'll find a variety of articles, calculators, and research reports that Dan hopes will answer your questions or stimulate your interest.

If  you have any questions, please call us at 716-634-3692 or email us at the address shown above.  We are looking forward to talking with you!

Daniel M. Abelson is a registered representative and investment adviosr representative of and offers securities and investment advisory services through Walnut Street Securities, Inc. (WSS)  Member FINRA/SIPC.  WSS is a registered investment advisor. Financial planning services are offered through Abelson & Company, LLC, a registered investment advisor.  Abelson & Company, LLC is not an affiliate of WSS.

Daniel M. Abelson is licensed to sell securities in the following states: AZ; CA; CO; FL; GA; MD; MI; NC; NJ; NY; OH; OR; PA; RI; TX; VA

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

More Newsletters →