Welcome to Twombly Wealth Management Group, LLC
Our Vision
We serve as our clients' most trusted wealth advisor providing professional expertise, undisputed integrity and personalized service.
Our Mission
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.
Helpful Content
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.