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.
Life and Death of a \$20 Bill
How long does a $20 bill last?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
To choose a plan, it’s important to ask yourself four key questions.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A quick look at how federal income taxes work.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are you ready for retirement? Here are five words you should consider.