What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early Keeping Up with the Joneses

Welcome to Twombly Wealth Management Group, LLC

At Twombly Wealth Management Group, LLC, we are committed to helping our clients plan for their financial independence. Our core strength is our comprehensive approach to wealth management and retirement planning. We provide personal financial planning, wealth management, life planning strategies, investment tax planning and risk management that work together to support your unique needs and objectives.

High quality, professional service will be your experience with all aspects of your personal relationship with Twombly Wealth Management Group. We deliver customized investment strategies based on your individual goals and objectives. We develop those components into an overall plan that caters to and addresses your unique needs and concerns.

We manage assets for select individuals, families, and business owners. While our diverse service and access to offerings include a full range of asset classes and alternative investments, our top priority is to provide for the integrated wealth management needs of our clients.

 

Helpful Content

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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).

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

View all videos arrow