Blog
Top 10 List of Things To Do To Get Financially Fit in 2023!
*Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if...
Read MoreYear End Tax Tips
*Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if...
Read MoreThe Biggest COLA Increase Since 1981
How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...
Read MoreNew Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
Read MoreCan Midterm Elections Move Markets?
*Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if...
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Changes to Inherited IRA Rules
*Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if...
Read MoreImportant Details on Student Loan Relief
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...
Read MoreShould You Contribute to Pre-Tax or Roth?
The decision to contribute to a Traditional IRA/401(k) versus a Roth IRA/401(k) can mean the difference of thousands of dollars paid in taxes over time. So, when does it make sense to do one over the other? Or should you contribute to...
Read MoreThe Inflation Reduction Act of 2022
*Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if...
Read MoreDistribution Planning - Part 2
In my last blog I discussed how Covid pandemic along with other factors caused many people to rethink how they would be working, and how long they would be working. In the past decade, about 2 million baby boomers per year retired...
Read MoreI Bond Info
Questions about US Government I bonds have been coming up recently during our client meetings about whether these investments are right for you. The answer to that question is they may NOT be right for everyone so let’s...
Read MoreHow Much Money Do You Need For Retirement?
Have you ever thought about how much money you might need for retirement? Well, you can get a rough idea with just a few simple calculations. Follow along with the video and follow these four simple steps:Estimate your expensesFactor...
Read MoreDuring Bear Markets, Keep an Eye on the Long-Term Picture
As some of you may know, we're officially in a bear market, which happens when stocks close down 20% or more from their most recent high. While this can be worrisome for some of you and also cause a large range of...
Read MoreDistribution Planning - Part 1
Hi, my name is Chris Beale. I am a senior advisor and founder of New England Capital Financial Advisors. Today I want to talk about one of my favorite topics, Distribution planning. The covid Pandemic has caused many employees to...
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Inflation Horizon
I am thrilled to be discussing inflation. Not that inflation is a particularly exciting topic, rather I’m just glad to discuss anything but COVID 19 in this blog! As we cautiously start thinking forward to a post-Covid world, we...
Read MorePlanning for Elderly Parents
One of the financial planning rules we use here in the office and with our clients is to “plan for the unexpected”. There are many things can derail a good financial plan, but proper planning can help keep you on track. A...
Read MoreAre We Ready For The Roaring '20s?
The Roaring ‘20s refers to the 1920s when economic prosperity flourished in the United States and Europe. Deferred spending from the effects of World War I and the Spanish Flu Pandemic, a construction boom, and the growth of...
Read MoreCryptocurrency: What Is It and Should You Own It?
Through my 26 years of experience, it seems that every several years something “new and trendy” is introduced into the investing world. Whether it was technology stocks and the dot-com bubble in the 1990s, Real estate...
Read MoreLessons From The Pandemic
Just over a year ago, on March 16, 2020, everyone at New England Capital packed up our equipment and said our goodbyes. I didn’t know when we’d be back together in the office – hopefully within a month, or certainly...
Read MoreWhere Do We Go From Here?
What a difference a year makes! Between February 2020 to March 2020 the S&P 500 (500 largest US companies) average dropped roughly 35% in that span. As many of you know through your account balances, you have made up those losses and...
Read MoreCrystal Balls: The Cost of the COVID 19 Pandemic and Stock Valuations
By far the most common question I get asked these days is “what is next?”. Many times, it starts like this: “Chris, I know you don’t have a crystal ball, but…..” Actually, I do have a crystal ball!...
Read MoreWas 2020 a Dream?
I want everyone to close their eyes and go back to December 31st, 2019. Wildfires had scorched a huge chunk of Australia, Tom Brady won his 6th Super Bowl; Tiger Woods returned to golf to win his 5th Masters; Bradley Cooper and Lady...
Read MoreThe US Election and Geopolitics in the Age of Disruption
We were very pleased at the large turnout we had for our October 5th event/webcast on The US Election and Geopolitics in the Age of Disruption with special guest John Emerson from Capital Group. Unfortunately, Capital Group did not...
Read MoreFinancial Boot Camp for Teenagers
Do you want your teenage children, grandchild, niece or nephew to understand the true value of money and the importance of it? Are you frustrated with their lack of financial knowledge? If so, New England Capital Financial Advisors,...
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COVID-19 Resources
We have provided links below for some Covid-19 resources. Financial Assistance - For Businesses Connecticut Recovery Bridge Loan Program: Connecticut businesses with less than 100 employees impacted by COVID-19 may apply for a one-year...
Read MoreSponsoring a Family for Christmas 2019
Once again, this year in lieu of having our annual Secret Santa gift exchange, the staff at New England Capital decided to sponsor a local family in need for Christmas through the Beat The Street Community Center in Meriden.
Read MoreChristmas in the Village 2019
Christmas In The Village South Meriden was held on Saturday, December 7th from 1:00 to 4:00 PM on Main St in South Meriden. The event started with a parade featuring Santa, Elves, Frosty the Snowman, Rudolph, Little Mister and Miss...
Read MorePlease Join us at Christmas in the Village on Saturday December 7th in South Meriden
New England Capital is proud to be a part of Christmas In The Village South Meriden, which will be held on Saturday, December 7th from 1:00 to 4:30 PM on Main St in South Meriden. The event starts with a parade featuring Santa, Elves,...
Read MoreMeriden Humane Society
If you’ve been in the office recently on a Friday, you might have noticed us wearing jeans. We recently implemented Jean Friday’s in the office where if employees choose to wear jeans, they make a $5 donation to charity....
Read MoreChristmas in the Village 2018
Christmas In The Village South Meriden was held on Saturday, December 1st from 1:00 to 4:00 PM on Main St in South Meriden. The event started with a parade featuring Santa, Elves, Frosty the Snowman, Rudolph, Little Mister and Miss...
Read More30th Anniversary Party at Holiday Hill
New England Capital recently celebrated their 30th Anniversary with clients at Holiday Hill in Prospect! The founder of the firm, Christopher W. Beale, CFP®, started the firm in July 1998. This was a great celebration that was well...
Read MoreChristmas in the Village 2017
Christmas In The Village South Meriden was held on Saturday, December 2nd from 2:00 to 5:30 PM on Main St in South Meriden. The event started with a parade featuring Santa, Elves, Frosty the Snowman, Rudolph, Little Mister and Miss...
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