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

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>>>

The Consumer Price Index and You
Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

Protect Your Downside
When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Fuel for the Economy
The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

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.

More Newsletters>>>