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
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.