Understanding Today’s Financial Environment
Welcome, I’m Eliane Ribeiro, a financial professional in Natick, Massachussetts. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (508) 655-4555.
Helpful Content
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?