New England Financial
Dev Goswami, CFP®

Helping to Make Smart Financial Decisions.

Welcome and thank you for visiting!

You will find a wealth of information in the form of newsletter articles, calculators, educational seminars and research reports on our site.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We created this web site to help you gain a better understanding of insurance, investing, retirement, estate conservation strategies, and wealth preservation. Most importantly, we hope you see the value of working with a skilled financial advisor to pursue your financial goals. We're here to help educate you about the basic concepts to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

We look forward to hearing from you.

We have representatives in this office licensed and registered to offer products and services in FL, GA & OK. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

                                                                                                                                

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Retirement IQ Quiz

How much do you know about Retirement Income?

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

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

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Newsletters

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.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

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