Atlantic Wealth Management is a leading life insurance and financial service brokerage firm that offers a superior portfolio of products and services to help you meet the needs of your business.

Our website is designed to be user friendly and cover a broad spectrum of topics for you.

Just click on to the appropriate topic to get up to date information.

Once you have reviewed your areas of interest,  please contact us for any questions.

Thank you for taking a look at us.

Marjorie Cantin, CLU, ChFC

President 

Atlantic Wealth Management

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

HOT TOPIC: Tightening the Rules on Corporate Inversions

Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.

Fixed-Income Investments and Rising Interest Rates

Bond prices typically fall as interest rates rise; this may be a good time to examine your fixed-income investments.

Is College Around the Corner?

Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

More Newsletters →