Understanding Today’s Financial Environment
Welcome! I’m Bonnie Ireland, a financial planner in Meredith, NH. The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy advisor who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.
As a full-service financial planner, I offer clients access to an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone at (603) 366-5951 or bonnie.ireland@lpl.com.
- Strategic Asset Management (SAM) – providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Access to mutual funds, as well as individual stocks, bonds and alternative investments.
- Managed Asset Plans – for professional fee-based portfolio management through LPL Financial
- Brokerage Accounts - providing you with commissioned based asset management to trade mutual funds, ETFs, stocks, options, bonds, CDs, and alternative investments.
- Retirement Planning – to design an investment strategy to help you meet all of your retirement goals
- Corporate 401(k), Retirement Plan & Investment Management
- Variable and Fixed Annuities – for tax-deferred growth potential designed with an income stream in retirement
- Education Planning – through 529 College Savings Plans, Coverdell Education Savings Account (ESA) or UGMA/UTMA accounts
- Insurance – Disability Income, Health & Dental, Life and Long Term Care Insurance
- Annual Portfolio Review – to review your current holdings and help you make any necessary changes or adjustments
Helpful Content
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Saving for College 101
Here's a crash course on saving for college.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Rightsizing for Retirement
What does your home really cost?