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Abelson & Company - Financial Planning
6636 Main Street, Suite 4
Williamsville,
NY 14221
Phone: 716-634-3692
FAX: 716-634-3694
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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 This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.FINRA/This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.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
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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>>>
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Surviving the Estate Tax with Survivorship Life
People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.
Beat the Big Three What Ifs
Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.
The Coming Retirement Boom
In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.
Why Do Lower Prices Equal Higher Yields?
The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.
More Newsletters>>>
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December 03, 2008 @ 01:09 AM
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Educate
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A host
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Timely Newsletters to help you stay current. |
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Animated presentations to help you learn and decide. |
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Financial terms from A to Z.
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