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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
It's important to understand how inflation is reported and how it can affect investments.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Learn a little about worldwide currency in this fun infographic
Here's a breakdown of how the federal government spends your tax money.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Apps that help small business owners better manage and grow their business.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
Here’s a quick guide to checking to see if you have unclaimed money.
Women must be ready to spend, on average, more years in retirement than men.