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 solutions 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

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

More Newsletters →