Retirement is a Cash Flow Game

Now, more than ever, having a quality predictable income stream is one of the major challenges facing today's retirement - centered population. Specializing in Investment and Retirement Planning, my mission is to help you develop a sound financial plan that will grow your money in sync with your risk level and will provide a steady stream of quality predictable income that has the potential of giving you a "pay raise" every year. By working with you on the following three issues, I can help you take advantage of opportunities that you may not realize are available, and help you attain the predictable, quality retirement income stream you need now or will need in the future.

  • A clear understanding of your financial goals
  • A well-defined roadmap for achieving those goals 
  • Ongoing advice to help you adjust your roadmap when your needs change

My services cover all areas of financial management, from budgeting and cash flow analysis, investment and retirement planning to risk management and estate conservation. My team and I work together to help you develop a comprehensive, cohesive financial strategy that fits your particular needs and enables you to meet your objectives. On my web site, you'll find  valuable information. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. Visit the site often, as content is always changing. Use it to log on to your Janney account and make it easy to stay connected with our advice. Call me at 781-982-8668, or email me at fdonlan@janney.com and let me know how I can help you. You'll be glad you contacted me.

 

                                                                                        

            

 

 

 

 

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Risk Tolerance

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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