Welcome to Twombly Wealth Management Group, LLC
We serve as our clients' most trusted wealth advisor providing professional expertise, undisputed integrity and personalized service.
We are dedicated to helping our clients pursue financial independence with personalized advice and top-notch service, allowing them to focus on those areas that give their lives meaning and fulfillment.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A quick look at how federal income taxes work.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When considering life insurance, it's important to understand your options.
How to help determine life insurance needs to provide for your family after you pass away.
To choose a plan, it’s important to ask yourself four key questions.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A bucket plan can help you be better prepared for a comfortable retirement.