Abelson & Company, LLC : Home

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

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

More Newsletters →