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

Risk Tolerance

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

Capital Gains Taxes

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

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

More Calculators →

Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

More Newsletters →